Difference between revisions of "Contact Management"

From SVContheGO Online Manual
Jump to navigation Jump to search
m
m
Line 101: Line 101:
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="5" id="customertab" | Customer Tab
+
| class="headerMainTitles" colspan="4" id="customertab" | Customer Tab
 
|-
 
|-
−
| colspan="5" | [[File:ContactCustomertab ccexpress.png|ContactCustomertab ccexpress.png]]
+
| colspan="4" | [[File:ContactCustomertab ccexpress.png|ContactCustomertab ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="5" | Overview
 
| class="navigationTitles" colspan="5" | Overview
 
|-
 
|-
−
| colspan="5" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | Desc Here
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
Line 144: Line 144:
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="5" id="sitetab" | Site Tab
+
| class="headerMainTitles" colspan="4" id="sitetab" | Site Tab
 
|-
 
|-
−
| colspan="5" | [[File:ContactSitetab ccexpress.png|ContactSitetab ccexpress.png]]
+
| colspan="4" | [[File:ContactSitetab ccexpress.png|ContactSitetab ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="5" | Overview
 
| class="navigationTitles" colspan="5" | Overview
 
|-
 
|-
−
| colspan="5" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | Desc Here
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 307px;" | Site Name
 +
| class="fieldGrayBackgrounds" style="width: 316px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | Site Code
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#customeraddress|Address]]
 +
| class="fieldGrayBackgrounds" style="width: 316px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#customeraddress|Address]]
 +
| class="fieldGrayBackgrounds" style="width: 316px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#customeraddress|Address]]
 +
| class="fieldGrayBackgrounds" style="width: 316px;" |  
 +
| 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;" |  
 
|-
 
|-
 
| style="width: 458px;" |  
 
| style="width: 458px;" |  
Line 160: Line 185:
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="5" id="tasktab" | Tasks Tab
+
| class="headerMainTitles" colspan="4" id="tasktab" | Tasks Tab
 
|-
 
|-
−
| colspan="5" | [[File:ContactTaskstab ccexpress.png|ContactTaskstab ccexpress.png]]
+
| colspan="4" | [[File:ContactTaskstab ccexpress.png|ContactTaskstab ccexpress.png]]
 
|-
 
|-
−
| class="navigationTitles" colspan="5" | Overview
+
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="5" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | Desc Here
 
|-
 
|-
 
| style="width: 458px;" |  
 
| style="width: 458px;" |  
Line 207: Line 232:
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="5" id="opportunitiestab" | Opportunities Tab
+
| class="headerMainTitles" colspan="4" id="opportunitiestab" | Opportunities Tab
 
|-
 
|-
−
| colspan="5" | [[File:ContactOpportab ccexpress.png|ContactOpportab ccexpress.png]]
+
| colspan="4" | [[File:ContactOpportab ccexpress.png|ContactOpportab ccexpress.png]]
 
|-
 
|-
−
| class="navigationTitles" colspan="5" | Overview
+
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="5" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | Desc Here
 
|-
 
|-
 
| style="width: 458px;" |  
 
| style="width: 458px;" |  

Revision as of 11:57, 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  
     
 Top
Site Tab
ContactSitetab ccexpress.png
Overview
Desc Here
Site Name     Site Code
Address      
Address      
Address      
City State Zip Code  
     
 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
Retrieved from "https://svconthego.net/index.php?title=Contact_Management&oldid=1787"