Companies Contacts Tab

Use the Contacts tab in the Companies area to view and update contact information for a company.

Contents

If custom grids or fields are defined for this tab in Ajera CRM (Configuration > General > User Defined Components), those grids and fields display below the contacts grid. As with standard grids and fields, you must make entries in any required columns and fields.

Field Description
Contacts grid

The grid on this tab displays the contacts who are currently associated with the company. You can edit contact information, and you can associate a new contact with the company. Changes you make also update the contact information displayed in the Contacts area.

If the list is long and you want to locate a particular contact, type one or more characters from the contact's name in the search field above the grid. That filters the grid so that it only displays a list of contacts whose names contain those characters. To restore the full list, click X at the end of the field.

To add another contact for the company, click + Add Contact below the grid to display an empty row, and select the contact in NAME.

NAME

This column displays the contact's name.

Click the name to display a tooltip containing contact information: job title, location, phone numbers, and email address. Click More in the tooltip to display the full contact record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)

To add another contact for the company, click + Add Contact below the grid, and select the contact in NAME in the empty row that displays. Type one or more characters from the contact name to select from a list of contacts whose names contain those characters. Click to select from the full list of contacts who are associated with the company. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) If the contact has not yet been added in iAccess, you can click + New Contact at the bottom of the selection list to display the Add Contact form and add the contact.

A contact can only be associated with one company. If you try to associate a contact with a second company, iAccess informs you about the existing company association. If you confirm that you want to create a new company association, the existing association with the first company is removed.

STATUS This column displays the status of each of the contacts: active (green), inactive (gray), or terminated (red). By default, a newly added contact is active. To change the status of a contact, click the status icon and select the status.

A contact with the Terminated status does not appear in contact lookup lists, but that person's historical links to companies and opportunities, those links created prior to his or her termination, remain.

TITLE

This column displays the contact's job title.

To change the contact's title, click in TITLE and select the title. If none of the standard titles apply, you can enter a title that is not on the list. If you enter a title not on the list, however, be aware that your entry is not automatically added to the standard list of titles. If you think it should be on the list, ask your system administrator to add it.

WORK PHONE This column displays the contact's work phone number. If necessary, you can change that number.
Click to display the Contact Information dialog box and review or update additional information about the contact. This icon is only visible when you hover over the row for the contact.
Contact Information: MOBILE PHONE This field displays the contact's mobile cell phone number. If necessary, you can change that number.
Contact Information: HOME PHONE This field displays the employee's home phone number. If necessary, you can change that number.
Contact Information: LOCATION

This field displays the name of the company location for the contact.

Click in LOCATION to select a different location.

Contact Information: FAX This field displays the contact's FAX number. If necessary, you can change that number.
Contact Information: EMAIL This field displays the contact's email address. If necessary, you can change that address.
Contact Information: Save/Cancel If you make changes on the Contact Information dialog box, click Save to save the entries. Click Cancel to discard your unsaved entries.
AJERA SYNC

If the company is set up as a client in Ajera CRM and you want this contact to be passed to Ajera when you synchronize Ajera CRM with Ajera, select this check box. (If the company is not set up as a client in Ajera CRM, this check box is not available.)

Because Ajera only accepts a maximum of five contacts for each client, you can only select Ajera Sync for a maximum of five contacts for a company. You can maintain additional contacts for a client, but they will not be sent to Ajera during synchronization.

If you mark one or more contacts for synchronization with Ajera, the company is also marked for synchronization.