Managing Contacts

The Contacts form can be configured by the Administrator as far as field positions, labels, making entries mandatory and adding user-defined fields. 

The Contacts 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.

The fields are organized in sections. The three sections; Contacts Information, Address Information and Other Information, are open by default. There are three additional sections that the administrator can make available, if desired.

The Contact form in read mode, also displays additional sections for other associated records from other modules. Some of these sections will be hidden depending on user privileges and/or module availability.

There are four tabs, namely: Details, Related, History and Emails.

Details

The Details tab is composed of the following sections:

Contact Information

This section holds the contact-related fields.

Address Information

This section holds up to two different sets of address information.

Other Information

This section can include additional fields for the Contact like Exclude from Mailings. Contacts picture upload is also on this section

System Information

Displays the date and time that the user logged into the system. It also shows the last modified information for this record.

Related

The Related tab list all the Objects that can be associated to this contact. 

Under each object the Context List shows all the last 10 records that are associated to this contact.  Click More... link to see the rest of the records.

Under each object, New button is available.

Click button to add a new related object.  Associated Reference fields will be prepopulated.

History

Displays all the logged updates to the fields on this record. This is useful in monitoring and backtracking tasks if needed.

Emails

Displays the emails from the last 2 weeks that you have received from this Contact or Lead.  Its also identifies which are already Saved to CRM.  There is also an icon to Add to CRM.