Difference between revisions of "Contact Management"

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| colspan="3" | [[File:ContactMain ccexpress.png|contactMain_ccexpress.png]]
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| colspan="3" style="width: 265px;background-color:#bdc3c7;" | '''Navigation'''
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| colspan="5" style="width: 265px;background-color:#bdc3c7;" | '''Navigation'''
 
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|-
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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="5" 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;background-color:#bdc3c7;" | '''Overview'''
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| colspan="5" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
 
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|-
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| colspan="3" style="width: 265px;" | :
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| colspan="5" style="width: 265px;" | :
 
|-
 
|-
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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="5" 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> Viewing the Sites connected to the Customer
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| colspan="5" 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 Tasks connected to the Customer
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| colspan="5" 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 Contacts connected to the Customer
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| colspan="5" 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 Notes connected to the Customer
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| colspan="5" 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 Documents connected to the Customer
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| colspan="5" 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 Invoices connected to the Customer
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| colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer
 
|-
 
|-
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| &nbsp;
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| style="width: 458px;" | &nbsp;
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| &nbsp;
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| colspan="2" style="width: 541px;" | &nbsp;
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| &nbsp;
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| colspan="2" style="width: 570px;" | &nbsp;
 
|-
 
|-
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| class="headerMainTitles" colspan="4" | Fields
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| class="headerMainTitles" colspan="6" | Fields
 
|-
 
|-
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Cust_Code|Customer Code]]
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Cust_Code|Customer Code]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_Cust_Name|Customer Name]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_Cust_Name|Customer Name]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_changeCustomer|Change Customer]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_changeCustomer|Change Customer]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_site_Code|Site Code]]
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_site_Code|Site Code]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_site_Name|Site Name]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_site_Name|Site Name]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_changeSite|Change Site]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_changeSite|Change Site]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_ContactName|Contact Name]]
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_ContactName|Contact Name]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_cpntactType|Type]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_cpntactType|Type]]
 
| class="fieldGrayBackgrounds" style="width: 256px;" | [[Glossary#contact_estDate|Est Date]]
 
| class="fieldGrayBackgrounds" style="width: 256px;" | [[Glossary#contact_estDate|Est Date]]
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| class="fieldGrayBackgrounds" style="width: 257px;" | [[Glossary#contact_Active|Active]]
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| class="fieldGrayBackgrounds" style="width: 258px;" | &nbsp;
 
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|-
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Title|Title]]
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Title|Title]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_Salutation|Salutation]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_Salutation|Salutation]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | &nbsp;
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | &nbsp;
 
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|-
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_address|Address]]
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_address|Address]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_firstName|First Name]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_firstName|First Name]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_lastName|Last Name]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_lastName|Last Name]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Address|Address]]
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Address|Address]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_City|City]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_City|City]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_WorkPhone|Work Phone/Ext]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_WorkPhone|Work Phone/Ext]]
 
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|-
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Address|Address]]
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_Address|Address]]
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| class="fieldGrayBackgrounds" style="width: 257px;" | [[Glossary#contact_state|State]]
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| class="fieldGrayBackgrounds" style="width: 256px;" | [[Glossary#contact_state|State]]
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| class="fieldGrayBackgrounds" style="width: 256px;" | [[Glossary#contact_zip|Zip]]
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| class="fieldGrayBackgrounds" style="width: 258px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_mobilephone|Mobile Phone]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_zip|Zip]]
 
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_country|Country]]
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_country|Country]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_email|Email]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_email|Email]]
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| class="fieldGrayBackgrounds" style="width: 513px;" | [[Glossary#contact_fax|Fax No]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_fax|Fax No]]
 
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| colspan="2" style="width: 570px;" | &nbsp;
 
| &nbsp;
 
| &nbsp;
 
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| class="headerMainTitles" colspan="3" | Marketing Tab
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| class="headerMainTitles" colspan="5" | Marketing Tab
 
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| style="width: 458px;" | &nbsp;
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| colspan="2" style="width: 541px;" | &nbsp;
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| colspan="2" style="width: 570px;" | &nbsp;
 
| &nbsp;
 
| &nbsp;
 
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| class="headerMainTitles" colspan="3" | Customer Tab
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| class="headerMainTitles" colspan="5" | Customer Tab
 
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| style="width: 458px;" | &nbsp;
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| colspan="2" style="width: 541px;" | &nbsp;
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| colspan="2" style="width: 570px;" | &nbsp;
 
| &nbsp;
 
| &nbsp;
 
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| class="headerMainTitles" colspan="3" | Site Tab
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| class="headerMainTitles" colspan="5" | Site Tab
 
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| style="width: 458px;" | &nbsp;
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| colspan="2" style="width: 541px;" | &nbsp;
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| colspan="2" style="width: 570px;" | &nbsp;
 
| &nbsp;
 
| &nbsp;
 
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| class="headerMainTitles" colspan="3" | Tasks Tab
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| class="headerMainTitles" colspan="5" | Tasks Tab
 
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| style="width: 458px;" | &nbsp;
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| colspan="2" style="width: 541px;" | &nbsp;
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| colspan="2" style="width: 570px;" | &nbsp;
 
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| &nbsp;
 
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| class="headerMainTitles" colspan="3" | Notes Tab
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| class="headerMainTitles" colspan="5" | Notes Tab
 
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| style="width: 458px;" | &nbsp;
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| colspan="2" style="width: 541px;" | &nbsp;
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| colspan="2" style="width: 570px;" | &nbsp;
 
| &nbsp;
 
| &nbsp;
 
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| class="headerMainTitles" colspan="3" | Opportunities Tab
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| class="headerMainTitles" colspan="5" | Opportunities Tab
 
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| style="width: 458px;" | &nbsp;
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| colspan="2" style="width: 541px;" | &nbsp;
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| colspan="2" style="width: 570px;" | &nbsp;
 
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Revision as of 09:58, 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  
Title Salutation  
Address First Name Last Name
Address City Work Phone/Ext
Address State   Zip
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=466"