Contact Management

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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
Customer Tab
Site Tab
Tasks Tab
Notes Tab Search Results Grid Add Edit Fields Category Internal Print on Ticket   Note
Opportunities Tab