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Contact Details Maintenance allows users to create new contacts and edit existing contacts.

 

CRM Contact Entry/Maintenance Screen

CRM Contact Entry/Maintenance Screen

 

Number 1

The selected contact's details. All fields are optional and can be amended if required.

Number 2

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.

Number 3

Save - Saves the information entered for the selected contact.

Close - Closes the screen without saving any changes.

Delete Contact - Deletes the selected contact.

  

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