Difference between revisions of "Contact Management"

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| class="headerMainTitles" colspan="5" id="marketingtab" | Marketing Tab
 
| class="headerMainTitles" colspan="5" id="marketingtab" | Marketing Tab
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| class="navigationTitles" colspan="5" |  
 
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| class="navigationTitles" colspan="5" | Overview
 
| class="navigationTitles" colspan="5" | Overview
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| class="headerMainTitles" colspan="5" id="customertab" | Customer Tab
 
| class="headerMainTitles" colspan="5" id="customertab" | Customer Tab
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| class="navigationTitles" colspan="5" |  
 
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| class="navigationTitles" colspan="5" | Overview
 
| class="navigationTitles" colspan="5" | Overview
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|-
 
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| class="headerMainTitles" colspan="5" id="sitetab" | Site Tab
 
| class="headerMainTitles" colspan="5" id="sitetab" | Site Tab
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| class="navigationTitles" colspan="5" |  
 
|-
 
|-
 
| class="navigationTitles" colspan="5" | Overview
 
| class="navigationTitles" colspan="5" | Overview
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|-
 
|-
 
| class="headerMainTitles" colspan="5" id="tasktab" | Tasks Tab
 
| class="headerMainTitles" colspan="5" id="tasktab" | Tasks Tab
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|-
 +
| class="navigationTitles" colspan="5" |  
 
|-
 
|-
 
| class="navigationTitles" colspan="5" | Overview
 
| class="navigationTitles" colspan="5" | Overview
 
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| colspan="4" style="width: 265px;" | Desc Here
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| colspan="5" style="width: 265px;" | Desc Here
 
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| style="width: 458px;" |  
 
| style="width: 458px;" |  
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|-
 
|-
 
| class="headerMainTitles" colspan="5" id="notestab" | Notes Tab
 
| class="headerMainTitles" colspan="5" id="notestab" | Notes Tab
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| class="navigationTitles" colspan="5" |  
 
|-
 
|-
 
| class="navigationTitles" colspan="5" | Overview
 
| class="navigationTitles" colspan="5" | Overview
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| class="headerMainTitles" colspan="5" id="opportunitiestab" | Opportunities Tab
 
| class="headerMainTitles" colspan="5" id="opportunitiestab" | Opportunities Tab
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| class="navigationTitles" colspan="4" |  
 
|-
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview

Revision as of 11:21, 6 April 2022

contactMain_ccexpress.png
       
Navigation
Select Search > Contacts > Use the search filters to find the contact > Select the contact in the Results Grid > Click Edit.
Overview
Desc Here:
 Marketing Tab
 Customer Tab
 Site Tab
 Tasks Tab
 Notes Tab
 Opportunities
     
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
Desc Here
       
 Top
Customer Tab
Desc Here
       
 Top
Site Tab
Desc Here
       
 Top
Tasks Tab
Desc Here
       
Notes Tab
Desc Here
Search Results Grid Add Edit
Fields
Category Internal Print on Ticket  
Note
       
 Top
Opportunities Tab
Desc Here
       
       
 Top