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This routine registers contacts (people) to each entity: Clients, Suppliers, Prospects, Suspects, Partners, Competitors and Carriers, allowing that many contacts are associated to entities.
Contacts must be classified in the levels 01 to 10 (according to table T6), , in decreasing order, according to importance degree. Degrees are useful to select contacts in the Contact List, in the Call Center. |
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Procedures
Adding a contact:
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In the bottom of the page are available the options Addresses and Phone , where other contact registration data should be added, such as: Address, Home Phone, Cell Phone, Business phone and Fax.
We can register many addresses and phone numbers, but only one can be defined as standard, using the field Standard (Yes or No). Information set as standard is transfered to the top of the screen and is shown in all routines that use the contact. |
- Profile - Tab that defines personal data related to contact profile, next to its preferences. Are entered: Level, Gender, Date of Birth, Average Income, E-mail Receiving Option, Marital Status, Spouse, Service Hours, etc.
- Business - Tab that define related business data, such as: Position, Department, Group, etc.
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