Contact

The Contact window has the same structure as the Company window. Base data for the contact in the top half, and associated data below.

It is important to notice, that the base data for a contact is divided in two: Personal information and occupational information. This is because all contacts in the ChannelCRM system are connected to companies through a specific occupation. Linking the contact through this link enables you to register a contact as being employed in one or more companies and and at the same time registered as being previously employed in one or more companies.

Only one of the occupations can be marked as "Primary". This is in this context that the contact is typically used in campaigns etc.

The reason for this way of registrating contacts in the system is that you avoid having to register information more than once if it belongs to a specific individual (for instance a personal email or mobile phone number).

The tab folders contains information that is specific to the contact, This information is still visible on the company level for the contact.

Page url: http://www.channelcrm.net/us/index.html?net_contactwindow.htm