Difference between revisions of "Contact Management"

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Revision as of 08:50, 4 April 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
Desc Here:
• 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
Search Results Grid Add Edit
Fields
Category Internal Print on Ticket  
Note
       
Opportunities Tab
       
       
Retrieved from "https://svconthego.net/index.php?title=Contact_Management&oldid=1541"