| DMF | 160405 TOOLS CONTACTS SEARCH |
Click on Contacts from the tabs to display the contacts linked to the customer or prospect.
This tab is used to display the list of contacts in a table, to open contact record sheets and to create new contacts at the customer or prospect.
Creating a contact
| DMF | 160402 TOOLS CONTACTS NEW |
| 1 | From the Contacts tab, click on + New on the right. |
| 2 | Specify the information of the Identity section: |
| Field | Description |
|---|---|
| Title | Specify the contact's title. |
| Name | Specify the contact's last name. |
| First name | Specify the contact's first name. |
| Site | Specify the site to which the contact will be linked at the customer. |
| 3 | Specify the information of the Contact details on customer site section: |
| Field | Description |
|---|---|
| Third-party title | Specify the contact's title. |
| Third-party service | Specify the service in which the contact works. |
| Third-party position | Specify the contact's position. |
| Phone number |
Specify the contact's country code and landline phone number. By default, the country code selected is the one corresponding to the country of the connected company. Click on the flag to open the drop-down list and select another country code. At the top of the drop-down list, a search field allows you to filter for the desired country. The selected country code will be automatically specified when the number is being entered. The country code can also be entered manually at the beginning of the number. Note If the number is saved without a country code, a globe icon is displayed instead of the flag. |
| Cellphone |
Specify the contact's country code and mobile phone number. By default, the country code selected is the one corresponding to the country of the connected company. Click on the flag to open the drop-down list and select another country code. At the top of the drop-down list, a search field allows you to filter for the desired country. The selected country code will be automatically specified when the number is being entered. The country code can also be entered manually at the beginning of the number. Note If the number is saved without a country code, a globe icon is displayed instead of the flag. |
| Specify the contact's email address. |
| 4 | Check the options desired in the Specifics about customer site section: |
| Field | Description |
|---|---|
| Decision-maker | Check the box if the contact is a decision-maker. |
| Financial contact |
Check the box if the contact is a financial contact. The contact will have access to the Invoices tab on the Customer Portal. |
| Main contact | Check the box if the contact is a main contact. |
| Sales contact | Check the box if the contact is a sales contact. |
| 5 | If needed, specify Notes in the Notes about the customer site section. |
| 6 | Specify the information of the My quick accesses section. This section corresponds to the general information fields and custom data. |
For more information about the general information, refer to
By default, no fields are visible in the My quick accesses section. To add fields to the section:
- Click on
.
On the left, the list contains fields available to be added in quick access. On the right, the list contains fields added in quick access. - Drag and drop a field from one list to the other to add it in quick access or remove it from quick access. To add or remove all fields at once, click on the
or 
icon. - Click on Apply.
The fields added are visible in this section when creating other
| 7 | Click on Save. |
The contact is created and linked to the customer or prospect record sheet.
Open the contact record sheet.
The record sheet of an existing contact can be opened in order to display all contact information and apply modification.
From the Contacts tab, click on 
in the Actions column of the desired contact.
Reference
For more information about the contact record sheet, refer to Contacts.
