Setting up contacts

Set up contact information for clients, vendors, and employees whom you plan to contact repeatedly.

Learning Resource: Security and Setup Functional Guide

To set up contacts

  1. From the > Setup menu, click Contacts.
  2. Click the New button.
  1. Type the contact's name, company, and title. The contact's name is optional.
  2. Enter the contact type.

The contact type is the category you want to associate with a contact. For example, you may have set up a contact type for all your banking representatives, so you choose it as the contact type for all the bank contacts that you set up. (If you do not see a contact type you need, you can add it through > Setup > General > Contact Types).

  1. Type the first phone number for the contact. To the right of it, type a description for the phone, such as: cell phone, office phone, emergency only, and so on. Enter any additional phone numbers or a fax number in the remaining lines. Enter the city, state, zip code, and country.
  2. Enter fax, email, and website information, as applicable. To launch an email or connect to the contact’s website from this window, click the button to the right of the field.
Note: You can enter more than one email address in the Email field. There needs to be a semicolon between email addresses if entering more than one email.
  1. If PIM or CRM is enabled, select the Integration Client.
  2. If PIM or CRM is enabled, select the Integration Vendor.

This will update the contact on the Client record.

Note: PIM and CRM : You can only select Integration Client OR Integration Vendor.
CRM only:

If the company name field is not filled in, the field will be filled in with the name of the client or vendor selected in this field. If a company name has been entered, you will be prompted asking if you would like to fill in the company field with the integration client or vendor information.

When an Integration Vendor is assigned, the contact is added to the vendor record. The contact will only be added if the vendor does not have 20 contacts assigned. When the contact is added, standard fields such as Title and Phone are filled in.
  1. Click the Address tab.
  2. In the address box, enter address information in the first line and additional information in the other lines, as needed. For example, you might enter the street address in the first line and a building number and suite number in the remaining two lines.
  3. If you want to enter a mailing address that is different from the address you just entered, in the Mailing Address box, clear the Same as address check box. Type the mailing address.

  4. Click the Attachments tab and add attachments, by linking to related files. A linked file must be in a shared location for other people to open it (for example, on a shared network or a website).

  5. To enter any notes about the contact, click the Notes tab and type your notes. For example, you can note a favorite activity such as golfing or skiing, a family member’s name, or a favorite restaurant.
  6. Click Save.
  7. To enter additional contacts, repeat these instructions starting with Step 2.
  8. Click Close.