Field | Description |
Prefix
|
Use the drop-down list in this field to select a prefix to be used with the contact's name.
You define prefix options using the Prefix Code Table in Code Table Configuration. See your system administrator for information about adding values to this list.
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First
|
Enter the contact's first name.
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Middle
|
Enter the contact's middle name or initial.
|
Last
|
Enter the contact's last name.
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Suffix
|
Use the drop-down list in this field to select a suffix to be used with the contact's name.
You define suffix options using the Suffix Code Table in Code Table Configuration. See your system administrator for information about adding values to this list.
|
Preferred
|
Enter the contact's preferred name, if applicable. For example, Kathleen A. Jones may prefer to be addressed as Kathy Jones.
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Title
|
Enter the contact's title (Director,
Project Manager, CEO, for example). You can select a title from the drop-down list in this field. However, if the contact has a title not included in the list, you can enter the title directly in this field.
You define contact title options using the Contact Title Code Table in Code Table Configuration. See your system administrator for information about adding values to this list.
|
Source
|
Use the drop-down list in this field to select the source of the contact. If the source of the contact does not appear in the drop-down list, enter the source directly in this field.
Sources may include specific conferences, trade shows, or the names of referring
clients.
You define source options using the Contact Source code table in Code Table Configuration. See your system administrator for information about adding values to this list.
|
Client
|
Enter the name of the
client associated with the contact.
You can enter a
client name directly in this field, use the Quick Find feature to select a
client from your database, or click
.
If the
client record you want to enter in this field does not yet exist in your database, you can click the
New icon in this field to create a new
client.
|
Email
|
Enter the employee's email address in this field.
|
Status
|
Use the drop-down list in this field to select a status, such as Active or Inactive, for the contact. The status that you select should reflect your current relationship with the contact.
|
Mailing Address
|
When you enter a new contact record, the associated
client's primary address is automatically selected as the mailing address for the contact. You can designate a different mailing address, as needed.
- To designate the contact's
Other/Home Address as the contact's mailing address, display the
client's primary address and clear the
Mailing Address option.
Vision automatically selects the
Mailing Address option for the contact's
Other/Home Address.
- To designate a different
client address as the contact's mailing address, display the
client's primary address and clear the
Mailing Address option, if it is currently selected. Use the address drop-down list to select and display another
client address, and then select the
Mailing Address option for that address.
You can designate only one address as the mailing address. The address you designate will display on reports and mailing labels.
|
Address 1, 2, 3, 4
|
Enter the new contact's address information (street name, number, suite number and P.O. box number, for example). This is the contact's primary address.
|
City
|
Enter the new contact's city.
|
State/Province
|
Use the drop-down list in this field to select the state or province in which the lead's address is located.
Vision filters the
State/Province drop-down list for the country that is currently selected.
|
Zip/Postcode
|
Enter the new contact's zip or postal code.
|
Country
|
Use the drop-down list in this field to select the country in which the contract's address is located. This field defaults to
Vision's default country setting.
|
Bus. Phone
|
Enter the contact's business phone number.
Your
Vision Administrator defines the format for your phone number entry. To select a different format, see the Insert Phone Numbers topic.
|
Bus. Fax
|
Enter the contact's business fax number.
Your
Vision Administrator defines the format for your phone number entry. To select a different format, see the Insert Phone Numbers topic.
|
Mobile
|
Enter the contact's mobile (cellular) phone number.
Your
Vision Administrator defines the format for your phone number entry. To select a different format, see the Insert Phone Numbers topic.
|
Home
|
Enter the contact's home phone number.
Your
Vision Administrator defines the format for your phone number entry. To select a different format, see the Insert Phone Numbers topic.
|
Pager
|
Enter the contact's pager number.
Your
Vision Administrator defines the format for your phone number entry. To select a different format, see the Insert Phone Numbers topic.
|
Notes
|
Enter any notes or information related to the contact.
If you enter text directly in the
Notes field, you must:
- Press SHIFT + ENTER to start a new line of text.
- Press ENTER to start a new paragraph.
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