Contact Management - Revision history

Ascentadmin at 14:00, 12 July 2024

2024-07-12T14:00:07Z

Ascentadmin at 13:55, 12 July 2024

2024-07-12T13:55:53Z

Ascentadmin at 13:54, 12 July 2024

2024-07-12T13:54:42Z

Ascentadmin at 13:39, 10 January 2023

2023-01-10T13:39:40Z

Ascentadmin at 13:48, 28 December 2022

2022-12-28T13:48:49Z

Ascentadmin at 13:42, 28 December 2022

2022-12-28T13:42:14Z

Ascentadmin at 19:18, 27 December 2022

2022-12-27T19:18:31Z

Ascentadmin at 19:17, 27 December 2022

2022-12-27T19:17:46Z

Ascentadmin at 14:03, 7 April 2022

2022-04-07T14:03:08Z

Ascentadmin at 11:46, 7 April 2022

2022-04-07T11:46:13Z

@@ Line 268: / Line 268: @@
 | class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" style="width: 265px;" | Provides a list of contact opportunites.
+| colspan="4" style="width: 265px;" | Provides a list of job opportunities by contact.
 |-
 | style="width: 458px;" | &nbsp;

@@ Line 79: / Line 79: @@
 |-
 | colspan="5" | [[File:ContactsSearch.jpg|ContactsSearch.jpg]]
 |-
 | style="width: 458px;" | &nbsp;
@@ Line 159: / Line 158: @@
 | class="headerMainTitles" colspan="4" id="sitetab" | Site Tab
 |-
-| colspan="4" | [[File:ContactSitetab ccexpress.png|ContactSitetab ccexpress.png]]
+| colspan="4" | [[File:ContactSite.jpg|ContactSite.jpg]]
 |-
 | class="navigationTitles" colspan="5" | Overview

@@ Line 2: / Line 2: @@
 {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 |-
-| colspan="5" id="top" | [[File:ContactMain ccexpress.png|contactMain_ccexpress.png]]
+| colspan="5" id="top" | [[File:ContactsEdit.jpg|ContactsEdit.jpg]]
 |-
 | colspan="2" style="width: 541px;" | &nbsp;
@@ Line 71: / Line 71: @@
 | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_email|Email]]
 | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_fax|Fax No]]
 |-
 | style="width: 458px;" | &nbsp;
@@ Line 78: / Line 87: @@
 | class="headerMainTitles" colspan="5" id="marketingtab" | Marketing Tab
 |-
-| colspan="5" | [[File:ContactMarketingtab ccexpress.png|ContactMarketingtab ccexpress.png]]
+| colspan="5" | [[File:ContactsMarketing.jpg|ContactsMarketing.jpg]]
 |-
 | class="navigationTitles" colspan="5" | Overview
@@ Line 107: / Line 116: @@
 | class="headerMainTitles" colspan="4" id="customertab" | Customer Tab
 |-
-| colspan="4" | [[File:ContactCustomertab ccexpress.png|ContactCustomertab ccexpress.png]]
+| colspan="4" | [[File:ContactsCustomer.jpg|ContactsCustomer.jpg]]
 |-
 | class="navigationTitles" colspan="5" | Overview
@@ Line 154: / Line 163: @@
 | class="navigationTitles" colspan="5" | Overview
 |-
-| colspan="4" style="width: 265px;" | For site contacts, displays the site.  For customer contacts, displays the customer's site list.
+| colspan="4" style="width: 265px;" | For site contacts, displays the site. For customer contacts, displays the customer's site list.
 |-
 | class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#site_Name|Site Name]]
@@ Line 191: / Line 200: @@
 | class="headerMainTitles" colspan="4" id="tasktab" | Tasks Tab
 |-
-| colspan="4" | [[File:ContactTaskstab ccexpress.png|ContactTaskstab ccexpress.png]]
+| colspan="4" | [[File:ContactsTasks.jpg|ContactsTasks.jpg]]
 |-
 | class="navigationTitles" colspan="4" | Overview
@@ Line 221: / Line 230: @@
 | class="headerMainTitles" colspan="5" id="notestab" | Notes Tab
 |-
-| colspan="5" | [[File:ContactNotestab ccexpress.png|ContactNotestab ccexpress.png]]
+| colspan="5" | [[File:ContactNotes.jpg|ContactNotes.jpg]]
 |-
 | class="navigationTitles" colspan="4" | Overview
@@ Line 256: / Line 265: @@
 | class="headerMainTitles" colspan="4" id="opportunitiestab" | Opportunities Tab
 |-
-| colspan="4" | [[File:ContactOpportab ccexpress.png|ContactOpportab ccexpress.png]]
+| colspan="4" | [[File:ContactOpp.jpg|ContactOpp.jpg]]
 |-
 | class="navigationTitles" colspan="4" | Overview
@@ Line 336: / Line 345: @@
 | colspan="4" | &nbsp;
 |}

@@ Line 14: / Line 14: @@
 | colspan="5" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
 |-
-| colspan="5" style="width: 265px;" | Desc Here:
+| colspan="5" style="width: 265px;" | Manage contacts by site, customer or both.
 |-
 | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the Change Customer button to change the customer.
@@ Line 82: / Line 82: @@
 | class="navigationTitles" colspan="5" | Overview
 |-
-| colspan="5" style="width: 265px;" | Desc Here
+| colspan="5" style="width: 265px;" | Manage marketing options for attracting new customers.
 |-
 | class="headerMainTitles" colspan="4" | Fields
@@ Line 111: / Line 111: @@
 | class="navigationTitles" colspan="5" | Overview
 |-
-| colspan="4" style="width: 265px;" | Desc Here
+| colspan="4" style="width: 265px;" | Displays the customer information for customer contacts.
 |-
 | class="headerMainTitles" colspan="4" | Fields
@@ Line 154: / Line 154: @@
 | class="navigationTitles" colspan="5" | Overview
 |-
-| colspan="4" style="width: 265px;" | Desc Here
+| colspan="4" style="width: 265px;" | For site contacts, displays the site.  For customer contacts, displays the customer's site list.
 |-
 | class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#site_Name|Site Name]]
@@ Line 260: / Line 260: @@
 | class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" style="width: 265px;" | Desc Here
+| colspan="4" style="width: 265px;" | Provides a list of contact opportunites.
 |-
 | style="width: 458px;" | &nbsp;

@@ Line 156: / Line 156: @@
 | colspan="4" style="width: 265px;" | Desc Here
 |-
-| class="fieldGrayBackgrounds" style="width: 307px;" | Site Name
+| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#site_Name|Site Name]]
 | class="fieldGrayBackgrounds" style="width: 316px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 446px;" | Site Code
+| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#site_Code|Site Code]]
 |-
-| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#customeraddress|Address]]
+| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#site_Address|Address]]
 | class="fieldGrayBackgrounds" style="width: 316px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 |-
-| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#customeraddress|Address]]
+| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#site_Address|Address]]
 | class="fieldGrayBackgrounds" style="width: 316px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 |-
-| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#customeraddress|Address]]
+| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#site_Address|Address]]
 | class="fieldGrayBackgrounds" style="width: 316px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 |-
-| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#customercity|City]]
+| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#site_City|City]]
-| class="fieldGrayBackgrounds" style="width: 316px;" | [[Glossary#customerstate|State]]
+| class="fieldGrayBackgrounds" style="width: 316px;" | [[Glossary#site_State|State]]
-| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customerzip|Zip Code]]
+| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#site_Zip|Zip Code]]
 | class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 |-

@@ Line 40: / Line 40: @@
 | class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#customer_number|Customer Code]]
 | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#Cust_Name|Customer Name]]
-| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Change Customer]]
+| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | Change Customer
 |-
 | class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#site_Code|Site Code]]
 | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#site_Name|Site Name]]
-| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_changeSite|Change Site]]
+| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | Change Site
 |-
 | class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_ContactName|Contact Name]]

@@ Line 15: / Line 15: @@
 |-
 | colspan="5" style="width: 265px;" | Desc Here:
 |-
 | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Contact_Management#marketingtab|Marketing Tab]]

@@ Line 230: / Line 230: @@
 |-
 | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to remove an existing site note.
 |-
 | class="headerMainTitles" colspan="4" | Fields