Difference between revisions of "Contact Management"

Revision as of 11:19, 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

@@ Line 51: / Line 51: @@
 |-
 | class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#contact_ContactName|Contact Name]]
-| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_cpntactType|Type]]
+| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_Type|Type]]
 | class="fieldGrayBackgrounds" style="width: 256px;" | [[Glossary#contact_estDate|Est Date]]
 | class="fieldGrayBackgrounds" style="width: 258px;" | &nbsp;