Contacts
Contacts are associated with the accounts and are used to keep track of all the details of the people working within different accounts. Users can Create an...
Thu, 10 Sep, 2020 at 8:19 AM
Add Contact: User can add new contact(s) to the system through Quick Menu in the Main Header. When clicked, “New Contact” page will be displayed. User c...
Thu, 10 Sep, 2020 at 8:20 AM
View Contact: Allows a user to view and edit the Contact information. The user can edit and update the Contact information. Displays following informati...
Thu, 10 Sep, 2020 at 8:20 AM
Account and Contact Name, Address Information, Notes, and Attachments; Quick View from the grid displays the following information and the counts: § Op...
Thu, 10 Sep, 2020 at 8:20 AM
Edit Contact: User can edit and update the Contact information in following tabs: Contact Information, Address Information, and Description. Delete...
Thu, 10 Sep, 2020 at 8:32 AM
Following accesses are defined for the contact: 1. Private a. Contact will be visible only to the Created User or the respective Contact Owner. 2. My Tea...
Thu, 10 Sep, 2020 at 8:33 AM