Difference between revisions of "Contact Management"
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Revision as of 09:51, 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 | Fax No | ||
| Marketing Tab | |||
| Customer Tab | |||
| Site Tab | |||
| Tasks Tab | |||
| Notes Tab | |||
| Opportunities Tab | |||
