Contacts Tab

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Module:  Marketing    

Applet:  Firms    

Tab:  Contacts

 


Description: The Contacts Tab allows for the entry of contacts. Click on a field in a Firm row to expose the Contacts Tab. (See Contact Setup for further detail.)

 

Add New Contact - To add a new contact, Click on the Create Contact button. Enter the appropriate information and click Save.
Delete Contact - To delete a contact, highlight the contact by first clicking on the arrow at the end of the line and then clicking Delete.
Edit Contact - To edit a contact, double-click on the paper/pencil icon. Change the information as needed and click Save.

Pers_Firms_ContactsTab