Difference between revisions of "Contact Management"

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| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" colspan="2" | [[Glossary#OptOut|Opt Out]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#OptOut|Opt Out]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" colspan="2" |  
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 362px;" |  
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" colspan="2" | [[Glossary#ContactbyPhone|Contact by Phone]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#ContactbyPhone|Contact by Phone]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" colspan="2" | [[Glossary#ContactbyEmail|Contact by Email]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 362px;" | [[Glossary#ContactbyEmail|Contact by Email]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" colspan="2" | [[Glossary#ContactbyMail|Contact by Mail]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#ContactbyMail|Contact by Mail]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" colspan="2" | [[Glossary#ContactbyFax|Contact by Fax]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 362px;" | [[Glossary#ContactbyFax|Contact by Fax]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" colspan="2" | [[Glossary#contactTwitter|Twitter]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#contactTwitter|Twitter]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" colspan="2" | [[Glossary#contactLinkedIn|LinkedIn]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 362px;" | [[Glossary#contactLinkedIn|LinkedIn]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" colspan="2" | [[Glossary#contactTeams|Teams]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#contactTeams|Teams]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" colspan="2" | [[Glossary#contactWeb|Web]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 362px;" | [[Glossary#contactWeb|Web]]
 
|-
 
|-
 
| colspan="5" |  [[Customer_Management#top|Top]]  
 
| colspan="5" |  [[Customer_Management#top|Top]]  
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|-
 
|-
 
| colspan="5" style="width: 265px;" | Desc Here
 
| colspan="5" style="width: 265px;" | Desc Here
 +
|-
 +
| class="headerMainTitles" colspan="4" | Fields
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#Cust_Name|Customer Name]]
 +
| class="fieldGrayBackgrounds" style="width: 316px;" | [[Glossary#customer_number|Customer No]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#customeraddress|Address]]
 +
| class="fieldGrayBackgrounds" style="width: 316px;" | [[Glossary#customerphone|Phone No]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#customeraddress|Address]]
 +
| class="fieldGrayBackgrounds" style="width: 316px;" | [[Glossary#customerfax|Fax No]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#customeraddress|Address]]
 +
| class="fieldGrayBackgrounds" style="width: 316px;" | [[Glossary#activestatus|active]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#customercity|City]]
 +
| class="fieldGrayBackgrounds" style="width: 316px;" | [[Glossary#customerstate|State]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customerzip|Zip Code]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customercountry|Country]]
 
|-
 
|-
 
| style="width: 458px;" |  
 
| style="width: 458px;" |  

Revision as of 11:48, 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 Email Fax No
     
Marketing Tab
ContactMarketingtab ccexpress.png
Overview
Desc Here
Fields
Opt Out  
Contact by Phone Contact by Email
Contact by Mail Contact by Fax
Twitter LinkedIn
Teams Web
 Top
Customer Tab
ContactCustomertab ccexpress.png
Overview
Desc Here
Fields
Customer Name Customer No    
Address Phone No    
Address Fax No    
Address active    
City State Zip Code Country
     
 Top
Site Tab
ContactSitetab ccexpress.png
Overview
Desc Here
     
 Top
Tasks Tab
ContactTaskstab ccexpress.png
Overview
Desc Here
     
Notes Tab
ContactNotestab ccexpress.png
Overview
Desc Here
Search Results Grid Add Edit
Fields
Category Internal Print on Ticket  
Note
     
 Top
Opportunities Tab
ContactOpportab ccexpress.png
Overview
Desc Here
     
     
 Top
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