<< Click to Display Table of Contents >> Navigation: Vans > Modules > SalesTrak > Maintenance > SalesTrak Contacts |
The Contacts form is used to add and maintain prospect contact information. This form accessed from the Prospect Entry, or Account Prospect Entry forms.
1.Select the SalesTrak module.
2.From the Transactions menu group, select either Account Prospect Entry or Prospect Entry.
3.Right click in the contact grid on either of these forms and select Add Contact.
4.Complete the contact information as required.
5.Click the icon to save the record.
1.Select the SalesTrak module.
2.From the Transactions menu group, select either Account Prospect Entry or Prospect Entry.
3.Right click on the contact you want to edit and select Edit Contact. (You can also double-click inside the grid anywhere on the contact line of the contact you wish to edit to open the Contacts form.)
4.Edit the contact information as required.
5.Click the icon to save the record.
Name |
Description |
Click the Contact Letter icon to open MS Word with the letter wizard opened and loaded with the information on the currently loaded contact. |
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The Phone Dialer icon will open the Phone Dialer with the phone number of the currently loaded contact pre-loaded. |
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The Re-Sync Address icon will re-populate the contact address information with the address from the prospect header record. |
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Contact Number |
This field displays the system-generated contact number. This field cannot be changed. |
Contact Information |
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Contact Type |
This field indicates the contact type (i.e. 1 = first contact, 2 = second contact, etc.). |
Last Name |
Enter the last name of the contact. |
First |
Enter the first name of the contact. |
Salutation |
Enter the salutation (i.e., Mr, Ms., etc) for this contact. |
Title |
Enter the contact's title within the company (i.e., V.P. Sales, etc.). |
Enter the contact's e-mail address. Click on the address to send an e-mail to this contact. |
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Auto Email |
Check the box if emails should be sent automatically to the listed email address. |
Auto Fax |
Check the box if faxes should be sent automatically to this contact. |
Address Information |
When you add a new contact from an existing prospect, the information in the following fields default from the prospect entry information. The defaults can be changed as required. |
Company |
If this is an account prospect, this field displays the name of the company. If this is a prospect contact, the name from the origin Name/Alpha field in Prospect Entry is displayed. |
Address 1 |
This field displays the first line of prospect's address. |
Address 2 |
This field displays the second line of prospect's address. |
City, State, County & Zip |
The address fields from Prospect Entry screen for this contact’s company, or origin information are displayed in these fields. |
Phone Information |
When you add a new contact from an existing prospect, the primary phone number defaults from the prospect information. The phone number can be changed as required. Additional phone numbers can also be entered in the phone information grid. |
Notes |
Use the Notes field to enter any addition information that is specific to this contact record. These notes are used for reference purposed only and will not appear on any other screen or report. |
Update Info |
This section contains fields maintained by the system indicate the last user/date who changed the record and the date when it was created. |