Contacts

The Contacts form is a single point of reference to obtain and edit details for contacts. The information is retrieved from the database as and when required, or you can publish it from CRM to Outlook, eliminating duplication of contact details.

In addition to the contact's name, phone number, and address, 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.

• Attachments
• Main
• Addresses
• Information
• Security
• Enquiry