Difference between revisions of "Contact Management"

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| colspan="5" id="top" | [[File:ContactMain ccexpress.png|contactMain_ccexpress.png]]
 
| colspan="5" id="top" | [[File:ContactMain ccexpress.png|contactMain_ccexpress.png]]
 
|-
 
|-
| style="width: 458px;" |  
 
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 570px;" |  
 
| colspan="2" style="width: 570px;" |  
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| colspan="2" style="width: 570px;" |  
 
| colspan="2" style="width: 570px;" |  
 
|-
 
|-
| class="headerMainTitles" colspan="6" | Fields
+
| class="headerMainTitles" colspan="5" | Fields
 
|-
 
|-
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#customer_number|Customer Code]]
 
| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#customer_number|Customer Code]]
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| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 570px;" |  
 
| colspan="2" style="width: 570px;" |  
|  
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="5" id="marketingtab" | Marketing Tab
 
| class="headerMainTitles" colspan="5" id="marketingtab" | Marketing Tab
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| class="navigationTitles" colspan="5" | Overview
 
| class="navigationTitles" colspan="5" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="5" style="width: 265px;" | Desc Here
 
|-
 
|-
 
| style="width: 458px;" |  
 
| style="width: 458px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 570px;" |  
 
| colspan="2" style="width: 570px;" |  
|  
 
 
|-
 
|-
| colspan="4" |  [[Customer_Management#top|Top]]  
+
| colspan="5" |  [[Customer_Management#top|Top]]  
 
----
 
----
  
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| class="navigationTitles" colspan="5" | Overview
 
| class="navigationTitles" colspan="5" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="5" style="width: 265px;" | Desc Here
 
|-
 
|-
 
| style="width: 458px;" |  
 
| style="width: 458px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 570px;" |  
 
| colspan="2" style="width: 570px;" |  
|  
 
 
|-
 
|-
| colspan="4" |  [[Customer_Management#top|Top]]  
+
| colspan="5" |  [[Customer_Management#top|Top]]  
 
----
 
----
  
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| class="navigationTitles" colspan="5" | Overview
 
| class="navigationTitles" colspan="5" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="5" style="width: 265px;" | Desc Here
 
|-
 
|-
 
| style="width: 458px;" |  
 
| style="width: 458px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 570px;" |  
 
| colspan="2" style="width: 570px;" |  
|  
 
 
|-
 
|-
| colspan="4" |  [[Customer_Management#top|Top]]  
+
| colspan="5" |  [[Customer_Management#top|Top]]  
 
----
 
----
  
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| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 570px;" |  
 
| colspan="2" style="width: 570px;" |  
|  
 
 
|-
 
|-
 
| colspan="6" style="width: 458px;" |  
 
| colspan="6" style="width: 458px;" |  
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| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 570px;" |  
 
| colspan="2" style="width: 570px;" |  
|  
 
 
|-
 
|-
| colspan="4" |  [[Customer_Management#top|Top]]  
+
| colspan="5" |  [[Customer_Management#top|Top]]  
 
----
 
----
  
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| class="headerMainTitles" colspan="5" id="opportunitiestab" | Opportunities Tab
 
| class="headerMainTitles" colspan="5" id="opportunitiestab" | Opportunities Tab
 
|-
 
|-
| class="navigationTitles" colspan="4" |  
+
| class="navigationTitles" colspan="5" |  
 
|-
 
|-
| class="navigationTitles" colspan="4" | Overview
+
| class="navigationTitles" colspan="5" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="5" style="width: 265px;" | Desc Here
 
|-
 
|-
 
| style="width: 458px;" |  
 
| style="width: 458px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 541px;" |  
 
| colspan="2" style="width: 570px;" |  
 
| colspan="2" style="width: 570px;" |  
|  
 
 
|-
 
|-
 
| style="width: 458px;" |  
 
| style="width: 458px;" |  

Revision as of 11:27, 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