Contacts

Use the Contacts module to have a single point of reference to obtain and maintain contact detail. The information is captured once only and retrieved from the database as and when required, or can be published from CRM to Outlook, eliminating duplication of contact detail.

In addition to the usual name, phone and address details, the reporting structure within an organisation can be defined, so that you have a good understanding of how any one contact fits into the picture. Greentree Desktop's standard user-defined fields and trees are also available, to enable unlimited information to be captured against a contact (for example Spouse's name).

Contacts can be linked to Accounts Receivable Customers. This link enables you to generate Quotes/Invoices against the Contact.

Buttons on the Contact Maintenance Form

The buttons on this form are:

Attachments

Opens a form in which you can add, view or edit a document.

Create Lead

Opens the Leads form with the Organisation and Contact fields pre-filled. You can add a new lead from the Contact.

Create Quotes

Opens the Quotes form with the Organisation and Contact fields pre-filled. You can add a new quote from the Contact.

New Communication

Opens the Communications form with the Organisation and Contact fields pre-filled. You can add a new communication from the Contact.

Create Appointments

Opens the Appointments form with the Organisation and Contact fields pre-filled. You can add a new appointment directly from the Contact.

Create Follow-ups

Opens the Follow-up form with the Organisation and Contact fields pre-filled. You can add a new follow-up directly from the Contact.

Create Call or Service Request or Call and Service Request

The caption and function of this button is set in Module Control, Service tab. Click this button to open the Support Call and/or Service Request form with the Organisation and Contact detail pre-filled.

You can indicate the Contact is verified for correctness by selecting the Verified option.