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
:
• 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	Active
Title	Salutation
Address	First Name	Last Name
Address	City	Work Phone/Ext
Address	State	Zip	Mobile Phone
Country	Email	Fax No
Marketing Tab
Customer Tab
Site Tab
Tasks Tab
Notes Tab
Opportunities Tab