Difference between revisions of "Contact Management"
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#customer_number|Customer Code]] | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#customer_number|Customer Code]] | ||
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#Cust_Name|Customer Name]] |
| class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_changeCustomer|Change Customer]] | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Glossary#contact_changeCustomer|Change Customer]] | ||
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Revision as of 11:10, 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 | Fax No | ||||
| Marketing Tab | |||||
| Customer Tab | |||||
| Site Tab | |||||
| Tasks Tab | |||||
| Notes Tab | |||||
| Opportunities Tab | |||||
