Difference between revisions of "Contact Management"

Revision as of 08:48, 4 April 2022


contactMain_ccexpress.png

Navigation
To access Job Maintenance, select Search > Jobs > Use the search to find the job to access > Select the row for the job to access > Click Edit.
Overview
Desc Here:
• Adding or editing links for LinkedIn, Twitter and Facebook
• Viewing the Sites connected to the Customer
• Viewing the Tasks connected to the Customer
• Viewing the Contacts connected to the Customer
• Viewing the Notes connected to the Customer
• Viewing the Documents connected to the Customer
• Viewing the Invoices connected to the Customer

Fields
Customer Code	Customer Name		Change Customer
Site Code	Site Name		Change Site
Contact Name	Type		Est Date
Title	Salutation
Address	First Name		Last Name
Address	City		Work Phone/Ext
Address	State		Zip
Country	Email		Fax No

Marketing Tab

Customer Tab

Site Tab

Tasks Tab

Notes Tab
Search	Results Grid	Add	Edit
Fields
Category	Internal	Print on Ticket
Note


Opportunities Tab

@@ Line 109: / Line 109: @@
 | &nbsp;
 |-
-| class="headerMainTitles" colspan="5" | Notes Tab
+| class="headerMainTitles" colspan="4" | Notes Tab
+----
+|-
+| style="width: 265px;" | Search
+| style="width: 265px;" | Results Grid
+| style="width: 265px;" | Add
+| style="width: 265px;" | Edit
+|-
+| class="headerMainTitles" colspan="4" | Fields
+|-
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
+| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#NoteInternal|Internal]]
+| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#NotePrintOnTicket|Print on Ticket]]
+| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
+|-
+| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | [[Glossary#NoteContent|Note]]
+|-
+| colspan="4" style="width: 265px;" | &nbsp;
 |-
 | style="width: 458px;" | &nbsp;