Records in iEnterprise CRM modules should be associated to an Account because the basic security is Accounts based. However, for Contact-Centric installation, Contacts is the mandatory association.
The Contacts form can be configured by the Administrator as far as field positions, labels, making entries mandatory and adding user-defined fields.
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There are two ways to create a contact: from an Account record and from the Contact list.
Follow the steps below to create a Contact record.
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How to Create a new Contact
1. Select Contacts from the
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Object Navbar.
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2.
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Click on
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New
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Contact Button from the Action bar.
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A new Contacts form is opened and some default fields are pre-populated.
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The form is organized by section,
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Account information, address information, other information.
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Another way to create a new contact record is to open the Account, go to Related tab and click the New button on the Contacts section. This will automatically associate the contact to the Account. |
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Enter First name, Last Name and Email
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. Lastname is mandatory fields by default.
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Required fields are denoted by (*) asterisk.
4.
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Select Account Name
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by Click the drop-down and select the account from the dialog box. It is mandatory and associates the Contact to that Account.
Account name and owner are pre-populated if contact is created from the Account record.
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Owner is populated with the owner of the account selected. Default values for account privileges is set.
Created by fields default to the current user.
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Enter values for Contact related system-defined fields.
Department, Job title, Contact type, Home phone, Home fax, Cellphone and Other phone
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6.
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Enter values user-defined fields, if applicable.
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All User-Defined Fields are setup and configured by the Administrator.
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Contact Address and business phone can be different from the Account address. Enter all these details.
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8. Enter values for Comments, if desired.
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9.
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Select Mailing list, if desired.
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10.
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On the Photo field, click Browse to access the directory and select a file.
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File is a picture file and recommended to be either in .jpg or .
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png format.
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11. Click Save. The contacts form closes and contact record is now displayed on the Contacts List and under the Contacts section of the associated account.