- CUSTOMER
- The customer name is displayed for reference.
CONTACT ID- In Add mode accept the next available contact number when
creating a new contact, or enter the contact number.
In Change mode to view an existing contact, select it from the drop-down box.
ACTIVE- Check this box if this contact should receive the document
emails.
Uncheck this box if this contact should not receive document emails.
TITLE- Enter the title of this contact, or select one from the
drop-down box as setup in Contact
Titles.
This is a mandatory field, so if a title is not important to this contact, use the blank title code in Contact Titles.
NAME- Enter the contact's name.
This is a mandatory field.Note: All remaining fields in the contact information screen are optional.
ADDRESS LINE 1- Enter an optional address for the contact.
If more space is required, use Address Line 2.
ADDRESS LINE 2- See Address Line 1.
CITY- Enter the city for the contact or select one from the City Search window.
PROV/STATE- Enter the province or state, to a maximum of 5 characters.
A window is provided listing the standard state and province codes.
POSTAL/ZIP- Enter the postal code or zip code.
COUNTRY- Enter the country code or select one from the drop-down list as setup in Country Codes.
BIRTHDAY- Enter the birth date of the contact.
COMMENTS- Enter any comments specific to this contact in the Contact Comments window.
ALL SITES- Check this box if this contact should be linked to all sites
for this customer.
Uncheck this box to select specific customer sites that should be associated with this contact.
- SITES
- Enter the sites for this contact in the Contact Associated Sites window.
Phone/Email Information:
- WORK PHONE
- Enter the work telephone number for this contact.
- EXT
- Enter the associated work extension if applicable.
HOME PHONE- Enter the home telephone number for this contact.
MOBILE PHONE- Enter the cell telephone number for this contact.
FAX NUMBER- Enter the fax number for this contact.
PRIMARY EMAIL- Enter the contact's email address.
Click on the
envelope icon to the right of
the address to immediately send a message to this address using
Compose Email.
Note: Refer to Company Email Configuration for information on the "Acceptable Email Address Formats".
Social Media:
- Up to five Social Media types as defined company wide in the
Contact Social Media Types table, can be
listed in the Contact screen with additional media links available
in the Social Media window which can be
accessed by clicking the MORE button.
These fields can be used to capture the Contact's personal links and addresses for Internet access to sites such as Facebook, Twitter, Websites, etc.
Once the complete URL address is entered in the Social Media field, double click on the field or click on the Link icon to the right of the field to launch the corresponding webpage.
e.g. https://www.facebook.com/Tiger
Finished?