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Adding a Contact


The Contacts module allows you to add, edit, remove and manage all contacts such as groups, people, colleagues and organizations associated with your business.

To add a contact, follow the steps given below.

1.  Navigate to the Calls, Emails, & Text - > Contacts option in the Side Bar.

The Contacts page will be displayed.

2.  Click the Create button.

The Create Page will be displayed.

3.  To create new person contact, click the Person button.

The Create Person page will be displayed.

4.  In the Home section, enter the club number of the person in the Club Number text entry box.

5.  Select the category of the client from the Listis drop down list.

6.  Enter the last name of the person from in the Last Name text entry box.

7.  Enter the first name of the person from in the First Name text entry box.

8.  Enter the middle name of the person from in the Middle Name text entry box.

9.  Select the birth date of the person from the Birth Date calendar.

10.  Enter the phone number of the person from the Phone text entry box and also select the type of the phone from the next drop down list.

11.  Enter the email address of the person in the Email text entry box and also select the email address type form the next drop down list.

Scroll down to the next option.

12.  Enter the driver’s license number in the Driver’s License Number text entry box.

13.  Enter the name of the person who is issued license in the Issued by text entry box.

14.  Select the date of license issued from the Date of Issue calendar.

15.  Enter the passport seria number in the Passport Seria text entry box.

16.  Enter the passport number in the Passport Number text entry box.

17.  Enter the name of the person who is issued passport in the Issued by Whom/When text entry box.

18.  Select the date of passport is issued from the Date of Issue calendar.

19.  Enter the registered address in the Registered Address text entry box.

20.  Select the name of the city from the Actual Address drop down list and also enter the address in the text entry box.

21.  Enter the zip code in the Zip Code text entry box.

Scroll down to the next option.

22.  Enter the nationality in the Nationality text entry box.

23.  Select name of the country from the Country drop down list.

24.  Enter the name of the organization in the Organization text entry box.

25.  Enter the position in the Position text entry box.

26.  Enter the organization address in the Organization Address text entry box.

27.  Enter the internal comments if any, in the Comments (Internal) text entry box.

28.  Enter the external comments if any, in the Comments (External) text entry box.

29.  Navigate to the Documents tab.

The Documents section of the screen will be displayed.

                 A.  To create a new document, click the Create button.

The Upload File page will be displayed.

                B.  Click the Select File button.

The standard Open dialog will be displayed.

                C.  Select the file that you wish to upload and click the Open button.

The selected file will be uploaded to the Upload Files section.

               D.  Enter the comments if any, in the Comments text entry box.

               E.  Select the folders from the Folders drop down list.

               F.  In the Indexes section, specify whether you wish to extract zip archives or not by checking or un-checking the Extract ZIP Archives option.

              G.  Click the Close button.

              H.  Navigate to the Related Objects tab.

The Related Objects section of the screen will be displayed.

              I.  Click the Add New link to add new related objects.

The Link Item section of the page will be displayed.

              J.  Select the type of the object from the Object Type drop down list. The available options are Sales, Vehicle, Client, Call, Task, Invoice, Payment, Material and File.

              K.  Select the name of the object type by clicking the Browse () button.

The page will be displayed based on the selected criteria.

              L.  Select the object that you wish to select and click the Select button.

The selected object will be added to the field.

              M.  Click the Save button.

The selected item will be added to the related object section.

30.  Click the Save button.

The new email contact record will be created.








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