CRM Manager Contacts

For the Other Action Menu options (press F9 or the Other Actions Menu on the Button Bar) see CRM Manager Other Actions Menu.

The system populates the grid with contact information for users, suppliers and customers depending on the filter settings. This screen is opened by entering "CALL" into the command window or by clicking BtnContact.jpg in the command window. The 'Contacts' tab consists of three areas:

  • Filters
  • Grid
  • Note: Information About Contact

Filters

This screen is very useful as it contains filters that are not available on the [ Customer | List ] screen, making it useful to locate a customer or supplier using telephone or email information.
Note: all the filters are traffic light filters.

  • URN: companies Unique Reference Number
  • Preferred Contacts checkbox: when active displays contact listed as the Preferred Contact in their [ Customer | Address ] screen.
  • Company: company"s name
  • Surname: contacts Surname
  • Forename: contacts Forename
  • Office Phone: contacts Phone Number (NOT the companies)
  • Mobile Phone: contacts Mobile Phone Number
  • Email: contacts Email Address (NOT the companies)
    Note: the % wildcard can be used in any of the filters to display all contact details.

Contacts Grid

  • URN: companies Unique Reference Number
  • Company: company"s name
  • Surname: contacts Surname
  • Forename: contacts Forename
  • Office Phone: contacts Phone Number (NOT the companies)
  • Mobile Phone: contacts Mobile Phone Number
  • Email: contacts Email Address (NOT the companies)

Note: fields displayed in dark grey are read-only and therefore cannot be amended.

Contacts Grid Context Menu

  • Goto Company: opens the [ Customer | Detail | General ] screen for the customer the user is focused on.
  • Anonymise Selected Companies: allows users with the necessary permission to anonymise selected companies.
  • Clear Selection: deselects the currently selected line(s).

Note: Information About Contact

The lower window has data transposed from [ Customer / Supplier | Detail | Address ] tab, Contact Details for Selected Address note text box. This information is displayed for the selected contact line in the grid.

See Also


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