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Overview
Contracts are located in the following Modules: Project Administration, Human Resources, Accounts Payable, Accounts Receivable, Marketing.
Contacts, in general, are people. They can be either employees of the user’s company or employees of a firm with which the user does business. Contacts can also be associated with projects, but only contacts for that project’s client. Contacts cannot exist for a project that does not already exist for that project’s client.
The Marketing navigation screens are laid out like a Rolodex with alphabetic tabs representing the first letter in the name of the marketing item. An All tab contains all of the marketing items.
Key Concepts
| • | Double-click on a contact inside the grid to bring up the "Contact Detail" pop-up. Data can be viewed or changed, depending on the user’s permissions. |
| • | Within the "Contact Detail" pop-up, there are multiple tabs that show specific data about the contact, such as name or main phone. |
| • | Only contacts and employees can be added from this form. |
Field Descriptions
Active Status
| • | Active Status - Filters your Contacts by their status (Active, Inactive or Both). |
Show
| • | Contacts (check-box) - When checked, the display grid will include all Contacts. |
| • | Employees (check-box) - When checked, the display grid will include all Employees. |
Marketing Lists
| • | Marketing Lists - A marketing list is a list of Contacts, Firms, or Opportunities that are created in Marketing>Marketing Lists. A Marketing List is used to filter the grid on the right. When a Marketing list is selected, the grid will display only the Contacts that were imported into the Marketing list. More on Marketing Lists |
Views
| • | Views - Views allow you to filter your grid even further. Views allow you to save the current Filter settings (Funnel icons at the top of each column) of the marketing screen. What that means is that you can use the different column filters to display your data just right in the grid, and save it as a View. |
Note - Views are available only available in Contacts, Firms, and Opportunities.
Quick Filter
| • | Quick Filter - A real time filter that reduces the list of Contacts as you type into the cell. |
| • | Clear - Clears out the contents of the Quick Filter |
Buttons (top-right of grid)
| • | Columns (paper icon) - Displays a "Column Selector" pop-up that allows the user to select only those columns they wish to view. In the pop-up, there is a check box labeled "Set As Global Default" (granted by a Permission) that allows that user to set a default view for all users that use this Marketing List. |
| • | Email (envelope icon) - Displays an email pop-up that allow you to create an email to send to everyone within the Marketing List. More on Marketing Emails |
| • | Export (arrow icon) - Allows the user to export the list to a file. |
| • | Refresh - Refreshes the data in the grid. |
Contacts Grid
| • | The grid displays all of the recorded information for each contact as a single row. |
| • | Double-Click on a row to bring up the Contact Detail. |
| • | The Column Selector allows users to select only those columns that they wish to view. |
| • | The header of each column gives the name of the data field. |
| • | A Funnel icon at the top of each column represents a filter. By clicking on the filter, the user is able to filter down the grid to only the information that they would like to view. |
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