| Field | Description |
|---|
| Prefix
|
Use this drop-down list to select the contact's prefix. You define prefix options in Code Table Configuration.
|
| First Name
|
Enter the contact's first name.
|
| Middle Name
|
Enter the contact's middle name or initial.
|
| Last Name
|
Enter the contact's last name.
|
| Suffix
|
Use this drop-down list to select a suffix to be used with the contact's name. You define suffix options in Code Table Configuration.
|
| Preferred
|
Enter the contact's preferred name. For example, Kathleen A. Jones wants to be addressed as Kathy Jones.
|
| Title
|
Enter the contact's title. You can select a title from the drop-down list or enter the title directly in this field. You define contact title options in Code Table Configuration.
|
| Source
|
Use this drop-down list to select the source of the contact. If the source of the contact does not display in the drop-down list, enter the source directly in this field. Sources can include specific conferences, trade shows, or the names of referring
clients. You define source options in Code Table Configuration.
|
| Contact Type
|
Use this drop-down list to select a contact type:
Client or
Vendor.
|
| Contact Company Name
|
Enter the name of the
client or
vendor associated with the contact.
If the
client or
vendor record that you want to enter in this field does not yet exist in your database, click
New to create a new record.
Ajera CRM opens a blank
Client Info Center or
Vendor Info Center record in a separate browser window. Enter the
client or
vendor information and save the record.
Ajera CRM inserts the
client or
vendor name in the
Contact Company Name field.
When you enter a contact name in the
Contact Company Name field:
-
Ajera CRM creates a hyperlink between the company name and the corresponding
Client or
Vendor Info Center record. You can then click the name in this field to open the record in the current browser window. Alternatively, right-click the name and then click
Open in new window to open the record in a new browser window.
-
Ajera CRM adds the current contact's name and related information to the Contacts grid in the
Client or
Vendor Info Center record.
-
Ajera CRM inserts the
client's or contact's primary address in the address fields on the General tab. You can modify this address.
|
| Email
|
Enter the employee's email address in this field. After you enter an email address in the
Email field, you can click the email address to open your default email application and send an email message to the contact. You can edit a contact's email address.
|
| Status
|
Use this drop-down list to select a status of Active or Inactive to reflect your current relationship with the contact.
|
| Addresses (First Field)
|
Use this drop-down list to select the address you want to associate with this contact. This field displays the
Description for each address entered in the associated
Client or
Vendor Info Center record.
When you enter a new contact record, this field displays either
Client Address or
Vendor Address, depending on the option that you select in the
Contact Type field. By default, the associated
client's or
vendor's primary address displays in the address fields.
- If you do not want to use the
client's or
vendor's primary address for this contact, use the drop-down list in the second
Addresses field to select a different
client or
vendor address. This field displays the
Description for each address entered in the associated
Client or
Vendor Info Center record.
- To enter an additional address for the contact, select
Other/Home Address from the drop-down list in the first
Addresses field, and then enter address information in the blank fields on the General tab.
You can make changes to the contact address at any time.
If you select
Other/Home Address in the first
Addresses field, the second
Addresses field is disabled.
|
| Description
|
When the address is set to
Client Address, use the
Description field to enter a description of the address.
|
| Primary Address
|
Select this option to designate the contact address as the primary address. Each contact can have one primary address.
|
| Mailing Address
|
When you enter a new contact record, the associated
client's or
vendor's primary address is selected as the mailing address for the contact. You can designate one address as the mailing address. This address displays on reports and mailing labels.
|
| Address 1, 2, 3, 4
|
If you select
Client Address or
Vendor Address from the drop-down list in the
Addresses field, these fields display the
client's or
vendor's address as displayed in the associated
Client Info Center or
Vendor Info Center record.
If you select
Other/Home Address these fields remain blank, unless you entered another address for the contact.
|
| City
|
If you select
Client Address or
Vendor Address from the drop-down list in the
Addresses field, this field displays the city in which the
client or
vendor is located.
If you select
Other/Home Address this field remains blank, unless you entered another address for the contact.
|
| State/Province
|
If you select
Client Address or
Vendor Address from the drop-down list in the
Addresses field, this field displays the state or province in which the
client or
vendor is located.
If you select
Other/Home Address this field remains blank, unless you entered another address for the contact.
|
| Zip/Postcode
|
If you select
Client Address or
Vendor Address from the drop-down list in the
Addresses field, this field displays the ZIP or postal code for the
client or
vendor address.
If you select
Other/Home Address this field remains blank, unless you entered another address for the contact.
|
| Country
|
If you select
Client Address or
Vendor Address from the drop-down list in the
Addresses field, this field displays the country in which the
client or
vendor is located.
If you select
Other/Home Address this field remains blank, unless you entered another address for the contact.
|
| Phone
|
If you select
Client Address or
Vendor Address from the drop-down list in the
Addresses field, this field displays the phone number for the
client or
vendor.
If you select
Other/Home Address, this field is hidden. To enter the contact's phone number, use the
Bus. Phone field in the
Phone section of the General tab.
Your system administrator defines the format for your phone number entry.
|
| Fax
|
If you select
Client Address or
Vendor Address from the drop-down list in the
Addresses field, this field displays the fax number for the
client or
vendor.
If you select
Other/Home Address, this field is hidden. To enter the contact's fax number, use the
Bus. Fax field in the
Phone section of the General tab.
|
| Bus Phone
|
Enter the contact's business phone number.
|
| Bus. Fax
|
Enter the contact's business fax number.
|
| Mobile
|
Enter the contact's mobile phone number.
|
| Home
|
Enter the contact's home phone number.
|
| Pager
|
Enter the contact's pager number.
|
| Notes
|
Enter any notes about the contact.
Click
Edit to use the Text Editor to enter information.
|
