Difference between revisions of "Contact Management"

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| colspan="4" | [[File:contactMain_ccexpress.png|contactMain_ccexpress.png]]
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| colspan="3" | [[File:ContactMain ccexpress.png|contactMain_ccexpress.png]]
 
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| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Navigation'''
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| colspan="3" style="width: 265px;background-color:#bdc3c7;" | '''Navigation'''
 
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|-
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| colspan="4" style="width: 265px;" | 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.
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| colspan="3" style="width: 265px;" | 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.
 
|-
 
|-
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| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
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| colspan="3" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
 
|-
 
|-
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| colspan="4" style="width: 265px;" | :
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| colspan="3" style="width: 265px;" | :
 
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Adding or editing links for LinkedIn, Twitter and Facebook
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| colspan="3" style="width: 265px;" | <span style="font-size:large;">•</span> Adding or editing links for LinkedIn, Twitter and Facebook
 
|-
 
|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Sites connected to the Customer
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| colspan="3" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Sites connected to the Customer
 
|-
 
|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Tasks connected to the Customer
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| colspan="3" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Tasks connected to the Customer
 
|-
 
|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Contacts connected to the Customer
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| colspan="3" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Contacts connected to the Customer
 
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Notes connected to the Customer
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| colspan="3" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Notes connected to the Customer
 
|-
 
|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Documents connected to the Customer
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| colspan="3" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Documents connected to the Customer
 
|-
 
|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer
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| colspan="3" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer
 
|-
 
|-
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| 1
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| &nbsp;
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| 1
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| &nbsp;
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| 1
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| &nbsp;
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| 1
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Cust_Name|Customer Name]]
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Cust_Code|Customer Code]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_Cust_Name|Customer Name]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_number|Job No.]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_changeCustomer|Change Customer]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_billed|Billed]]
 
−
|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#site_Name|Site Name]]
 
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| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_mainno|Main No.]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#primaryservicer|Primary Servicer]]
 
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_contact|Job Contact]]
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_phone|Phone]]&nbsp;&nbsp;[[Glossary#job_ext|Ext]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_contactemail|Contact Email]]
 
−
|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_sla|SLA]]
 
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_status|Status]]
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#jobType|Job Type]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_acctmanager|Account Manager]]
 
−
|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_receiveddate|Received Date]]
 
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| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_servicetype|Service Type]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_saleperson|Salesperson]]
 
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|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_scheduledate|Schedule Date]]
 
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_slaExp|SLA Exp]]
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_pmtmethod|Pmt Method]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_refno|Ref#]]
 
 
|-
 
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_request|Request]]
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_site_Code|Site Code]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_site_Name|Site Name]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solution|Solution]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_changeSite|Change Site]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
 
|-
 
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_requestnotes|Request Notes]]
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_ContactName|Contact Name]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_cpntactType|Type]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solutionnotes|Solution Notes]]
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| class="fieldGrayBackgrounds" style="width: 256px;" | [[Glossary#contact_estDate|Est Date]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 257px;" | [[Glossary#contact_Active|Active]]
 
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_statusbar|Status Bar]]
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Title|Title]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_Salutation|Salutation]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_sendtomobile|Send to Mobile]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
 
|-
 
|-
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_address|Address]]
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_firstName|First Name]]
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_lastName|Last Name]]
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| &nbsp;
 
 
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| class="headerMainTitles" colspan="4" | Dispatch Card Tab
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Address|Address]]
 +
| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_City|City]]
 +
| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_WorkPhone|Work Phone/Ext]]
 
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|-
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Address|Address]]
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 257px;" | [[Glossary#contact_state|State]]
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 256px;" | [[Glossary#contact_zip|Zip]]
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| &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_mobilephone|Mobile Phone]]
 
|-
 
|-
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| class="headerMainTitles" colspan="4" | KPI Tab
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_country|Country]]
 +
| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_email|Email]]
 +
| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_fax|Fax No]]
 
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|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Transactions Tab
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| class="headerMainTitles" colspan="3" | Marketing Tab
 
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|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Invoices Tab
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| class="headerMainTitles" colspan="3" | Customer Tab
 
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|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Notes Tab
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| class="headerMainTitles" colspan="3" | Site Tab
 
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|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Documents Tab
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| class="headerMainTitles" colspan="3" | Tasks Tab
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Status Code Log Tab
+
| class="headerMainTitles" colspan="3" | Notes Tab
 
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|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Payments Tab
+
| class="headerMainTitles" colspan="3" | Opportunities Tab
 +
 
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;

Revision as of 09:50, 24 March 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
:
• 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 Active
Title Salutation  
Address First Name Last Name
Address City Work Phone/Ext
Address State Zip Mobile Phone
Country Email Fax No
       
Marketing Tab
       
Customer Tab
       
Site Tab
       
Tasks Tab
       
Notes Tab
       
Opportunities Tab
       
       

 

Retrieved from "https://svconthego.net/index.php?title=Contact_Management&oldid=464"