Difference between revisions of "Contact Management"
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| colspan="5" style="width: 265px;background-color:#bdc3c7;" | '''Navigation''' | | colspan="5" style="width: 265px;background-color:#bdc3c7;" | '''Navigation''' | ||
|- | |- | ||
| − | | colspan="5" style="width: 265px;" | | + | | colspan="5" style="width: 265px;" | Select Search > Contacts > Use the search filters to find the contact > Select the contact in the Results Grid > Click Edit. |
|- | |- | ||
| colspan="5" style="width: 265px;background-color:#bdc3c7;" | '''Overview''' | | colspan="5" style="width: 265px;background-color:#bdc3c7;" | '''Overview''' | ||
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| colspan="5" style="width: 265px;" | Desc Here: | | colspan="5" style="width: 265px;" | Desc Here: | ||
|- | |- | ||
| − | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> [[Contact_Management#marketingtab|Marketing Tab]] |
|- | |- | ||
| − | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> [[Contact_Management#customertab|Customer Tab]] |
|- | |- | ||
| − | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> [[Contact_Management#sitetab|Site Tab]] |
|- | |- | ||
| − | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> [[Contact_Management#tasktab|Tasks Tab]] |
|- | |- | ||
| − | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> [[Contact_Management#notestab|Notes Tab]] |
|- | |- | ||
| − | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> [[Contact_Management#opportunitiestab|Opportunities]] |
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| − | |||
|- | |- | ||
| style="width: 458px;" | | | style="width: 458px;" | | ||
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| | | | ||
|- | |- | ||
| − | | class="headerMainTitles" colspan="5" | Marketing Tab | + | | class="headerMainTitles" colspan="5" id="marketingtab" | Marketing Tab |
|- | |- | ||
| style="width: 458px;" | | | style="width: 458px;" | | ||
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| | | | ||
|- | |- | ||
| − | | class="headerMainTitles" colspan="5" | Customer Tab | + | | class="headerMainTitles" colspan="5" id="customertab" | Customer Tab |
|- | |- | ||
| style="width: 458px;" | | | style="width: 458px;" | | ||
| Line 95: | Line 93: | ||
| | | | ||
|- | |- | ||
| − | | class="headerMainTitles" colspan="5" | Site Tab | + | | class="headerMainTitles" colspan="5" id="sitetab" | Site Tab |
|- | |- | ||
| style="width: 458px;" | | | style="width: 458px;" | | ||
| Line 102: | Line 100: | ||
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|- | |- | ||
| − | | class="headerMainTitles" colspan="5" | Tasks Tab | + | | class="headerMainTitles" colspan="5" id="tasktab" | Tasks Tab |
|- | |- | ||
| style="width: 458px;" | | | style="width: 458px;" | | ||
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | ||
|- | |- | ||
| − | | class="headerMainTitles" colspan="4" | Notes Tab | + | | class="headerMainTitles" colspan="4" id="notestab" | Notes Tab |
---- | ---- | ||
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|- | |- | ||
| − | | class="headerMainTitles" colspan="5" | Opportunities Tab | + | | class="headerMainTitles" colspan="5" id="opportunitiestab" | Opportunities Tab |
|- | |- | ||
| style="width: 458px;" | | | style="width: 458px;" | | ||
Revision as of 10:52, 6 April 2022
| contactMain_ccexpress.png | |||||||||||||||||||||||||
| Navigation | |||||||||||||||||||||||||
| Select Search > Contacts > Use the search filters to find the contact > Select the contact in the Results Grid > Click Edit. | |||||||||||||||||||||||||
| Overview | |||||||||||||||||||||||||
| Desc Here: | |||||||||||||||||||||||||
| • Marketing Tab | |||||||||||||||||||||||||
| • Customer Tab | |||||||||||||||||||||||||
| • Site Tab | |||||||||||||||||||||||||
| • Tasks Tab | |||||||||||||||||||||||||
| • Notes Tab | |||||||||||||||||||||||||
| • Opportunities | |||||||||||||||||||||||||
| 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 | Fax No | ||||||||||||||||||||||||
| Marketing Tab | |||||||||||||||||||||||||
| Customer Tab | |||||||||||||||||||||||||
| Site Tab | |||||||||||||||||||||||||
| Tasks Tab | |||||||||||||||||||||||||
| |||||||||||||||||||||||||
| Opportunities Tab | |||||||||||||||||||||||||
