Contact Management

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
File:ContactMarketingtab ccexpress.png
Overview
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Customer Tab
File:ContactCustomertab ccexpress.png
Overview
Desc Here
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Site Tab
File:ContactSitetab ccexpress.png
Overview
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Tasks Tab
File:ContactTaskstab ccexpress.png
Overview
Desc Here
Notes Tab File:ContactNotestab ccexpress.png Overview Desc Here Search Results Grid Add Edit Fields Category Internal Print on Ticket   Note
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Opportunities Tab
File:ContactOpportab ccexpress.png
Overview
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