View and Update Contacts for a Company

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

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 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.

To view and update contacts for a company, complete the following steps:

1. Click to go to the Companies area.
2. Use the search field immediately above the company name to select the company.
3. Click the Contacts tab.
4. To add a new contact for the company, click + Add Contact below the grid.
5. If you are adding a contact, select the contact in NAME.
   • To search for and display a list of contacts with names (first, middle, last, or preferred names) that contain a specific sequence of characters, type the characters in the field and pause. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.)
   • To display the full list, click at the end of the field.
   • 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.
6. To change the status of the contact, click the icon in STATUS and select the status.
7. To change the contact's title, click in TITLE and select the title.
8. If the contact's work phone number has changed, enter the current number in WORK PHONE.
9. To view or change the contact's other phone numbers, FAX number, email address, or location, hover over the row and click .
10. 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 Ajera Sync. (If the company is set up as a vendor 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 in Ajera CRM, but they will not be sent to Ajera during synchronization.