Contact Details Maintenance allows users to create new contacts and edit existing contacts.
CRM Contact Entry/Maintenance Screen
The selected contact's details. All fields are optional and can be amended if required. |
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Custom Fields - Displays custom fields that have been set up for contacts and the relevant data for the selected contact. Double clicking a line allows users to edit the data. Please refer to CRM Custom Field Data Maintenance for more information. |
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Save - Saves the information entered for the selected contact. Close - Closes the screen without saving any changes. Delete Contact - Deletes the selected contact. |