Contact Management

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
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• 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
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Fields
Opt Out
Contact by Phone		Contact by Email
Contact by Mail		Contact by Fax
Twitter		LinkedIn
Teams		Web
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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
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Site Tab
ContactSitetab ccexpress.png
Overview
Desc Here
Site Name			Site Code
Address
Address
Address
City	State	Zip Code
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Tasks Tab
ContactTaskstab ccexpress.png
Overview
Desc Here
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Notes Tab ContactNotestab ccexpress.png Overview Desc Here Search Results Grid Add Edit Fields Category Internal Print on Ticket   Note
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Opportunities Tab
ContactOpportab ccexpress.png
Overview
Desc Here
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