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.
The contact form is shipped with a set of fields that are system-defined, and cannot be removed from the form. Some of these fields can be hidden and re-labeled as needed.
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.
Step | Action | Comment |
1. | Select Contacts from the Module Tabs. |  |
2. | Click on Create New from the Action bar. | Another way to create a contact is to open the Account and click New from the Contacts section. |
| A new Contacts form is opened and some default fields are pre-populated. | The form is organized by section, Contact information, address information, other information. |
3. | First name, Last Name and Email are all mandatory fields by default. | Required fields are denoted by (*) asterisk. |
4. | Account Name is mandatory. | Account name and owner are pre-populated if contact is created from the Account record. |
| Click the dropdown and select the account from the dialog box. | 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. |
5. | Enter values for Contact related system-defined fields. Department, Job title, Contact type, Home phone, Home fax, Cellphone and Other phone | |
6. | Enter values user-defined fields, if applicable. | All User-Defined Fields are setup and configured by the Administrator. |
7. | Contact Address and business phone can be different from the Account address. Enter all these details. Or, if applicable, click the Inherit action on the Address Information section and all address and phone fields will be pre-populated as entered on the associated account. | |
8. | Enter values for Comments, if desired. | |
9. | Select Mailing list, if desired. | |
10. | A very important contact field is the Exclude from Mailings. Enable the checkbox, if applicable. | This fields identifies this contact for mailing purposes. If enabled, this contact will not get any emails or correspondence by default. However, iEnterpriseCRM automation provides an option to ignore this field per user preference at the time of mailing. |
11. | Type a path and filename on the Image Upload field, or, click Browse to access the directory and select a file. This will show as the logo for the Account. | File is a picture file and recommended to be either in .jpg or .gif format. |
12. | Click on Save on the action bar, to save. | The contacts form closes and contact record is now displayed on the Contacts List and under the Contacts section of the associated account. |