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, you can define the reporting structure within an organisation.

You can link contacts to Accounts Receivable customers so you can generate quotes or invoices with the contact.

Buttons on this 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 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 from the contact.

Create Call or Service Request or Call and Service Request

The caption and function of this button is set on the Service tab of the Module Control form. Click this button to open the Support Call or Service Request form with the organisation and contact detail pre-filled.

You can indicate the contact's information is correct by selecting the Verified option.