If custom fields are defined for this tab in the Customization area in the Configuration workspace, those fields display below the contacts grid. As with standard fields, you must make entries in any required custom 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
Deltek CRM, 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,
Deltek CRM 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
Deltek CRM is set up to synchronize with Ajera and you want this contact to be passed to Ajera when you synchronize, select this check box.
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.
|
