Page History: Contacts
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Page Revision: Mon, 22 Sep 2008 09:18
The People Screen is used to view, edit, and add new people/contacts.
You may add new people or edit existing people in this screen. The fields are described below.
Full Name: The full name of the person. Clicking the button will label the first, middle, and last name of the person in a pop-up window.
Job Title: The person’s official job title.
Company: The company the person works for.
Companies may be added/edited/deleted in the Organization Screen.
File As: The format in which the person's name is filed in the system. There are six different options that are available in the pull-down menu.
Address: The addresses for the selected person. Clicking on the button will label the street address, city, state, and zip code in a pop-up window. Clicking on the icon will toggle between Business and Home Addresses.
Phone numbers: There are four available fields for phone numbers of the selected person. Clicking on the icon will allow you to choose between which type of number you are adding.
Types of phone numbers are maintained the Rule Maintenance screen by selecting Phone Type Codes from the pull-down menu.
Email: The Email address of the selected person. Click the Email link to automatically prepare an Email message to be sent to the person via your Email program.
TxtMsg Add: The text message address of the selected contact. Click the TxtMsg Add link to prepare a text message to be sent to the contact’s cell phone via your Email program.
Web Page: The web page URL of the contact’s organization. Click the Web Page link to view the web page via your Internet browser.
Default Contact: Check this box if you want this person to be the default contact for their organization.
Attributes: This list shows all of the attributes that have been assigned to the contact. Click here to learn how to edit these attributes.
