Contact Management

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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