New contact

Modified on 2009/10/04 18:34 by stefano Categorized as Uncategorized
==New contact == {s:Related}
By clicking on "New contact" or an existing tab {{<img src="{up}Manuale IT/MODIFICA.PNG"/>}} button you can insert or modify a contact card:
{{<img src="{up}Manuale IT/3.4.1 crm - contatti - nuovo contatto00.PNG"/>}}{{<img src="{up}Manuale IT/3.4.1 crm - contatti - nuovo contatto01.PNG"/>}}

Fill in the various fields in a more timely manner bearing in mind that:

* You can associate the contact to a business card already inserted by clicking {{<img src="{up}Manuale IT/magnify.PNG"/>}}: the search window will appear to select the desired tab by clicking on the name of the company - type in a search and click {{<img src="{up}Manuale IT/CERCA.PNG"/>}} key, or click {{<img src="{up}Manuale IT/RICERCA AVANZATA.PNG"/>}} ([Advanced search|Advanced search]), or click {{<img src="{up}Manuale IT/NUOVA AZIENDA.PNG"/>}} to quickly insert a new card (function similar to that present on the sidebar). To close the window click {{<img src="{up}Manuale IT/X orange.PNG"/>}}.

{{<img src="{up}Manuale IT/3.4.1 crm - contatti - nuovo contatto02.PNG"/>}}

To delete the Association of the contact to a click {{<img src="{up}Manuale IT/X red small.PNG"/>}}; holding
* You can connect more than a company to each contact into fields "Other companies" completely similarly described in point earlier; to add additional fields click {{<img src="{up}Manuale IT/add green.PNG"/>}};
* the "Categories" table works in the same way that relating to holdings ([Category|Category]);
* clicking {{<img src="{up}Manuale IT/phone.PNG"/>}} you can insert additional telephone data formatted according to the country of the user (international prefix, area code, number; click {{<img src="{up}Manuale IT/OK.PNG"/>}} to confirm on {{<img src="{up}Manuale IT/X orange.PNG"/>}} to close the window: {{<img src="{up}Manuale IT/3.4.1 crm - contatti - nuovo contatto03.PNG"/>}})
* You can verify the validity of an email by clicking on {{<img src="{up}Manuale IT/magnify.PNG"/>}}; an icon will appear: {{<img src="{up}Manuale IT/mail ok.PNG"/>}} means the address is valid, {{<img src="{up}Manuale IT/mail no.PNG"/>}} does not exist, {{<img src="{up}Manuale IT/mail unknown.PNG"/>}} cannot be verified correctly;
* If the "mailing list" checkbox is cleared you will not be able to send email to the company via distribution lists; otherwise, you can specify an alternate e-mail address to send them in the adjacent; field
* the "Region" field is customizable by anyone with access to the section {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP configurazioni.PNG"/>}} ([Areas|Areas]);
* clicking the {{<img src="{up}Manuale IT/face.PNG"/>}} button for the field "Commercial" you can select a user of commercial type ({{<img src="{up}Manuale IT/SETUP.PNG"/>}} set {{<img src="{up}Manuale IT/SETUP utenti.PNG"/>}} ([User Info|User Info])) which will be assigned the holding;
* If the "Sync Outlook" checkbox is selected the tab will be synchronized with Outlook and will be exportable;
* the box "no contact" serves as a reminder if a contact must not be contacted;
* If the box "can insert ticket" ([TICKET|TICKET]) is selected the contact will be able to insert ticket to address
[CRM.tustena.com/ticket/ticketouter.aspx|CRM.tustena.com/ticket/ticketouter.aspx] which can connect using this email in this Board as username and the "password ticket" (which must be at least 4 characters);
* number of additional addresses and descriptions are customizable section {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP configurazioni.PNG"/>}} ([Address types|Address types]);
* the "additional fields" section is completely customizable in type and quantity in section {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP configurazioni.PNG"/>}} ([Companies|Companies]) (additional field shown in figure is for illustration purposes);
* users to open the tab will only
those belonging to the groups listed in the table "visible from:"; you can add new groups by selecting them from the "Groups" list and clicking the button {{<img src="{up}Manuale IT/addsel.PNG"/>}}; {{<img src="{up}Manuale IT/addall.PNG"/>}} allows you to add all the groups in the list; in a similar way to remove a group select it in the list "visible from:" and click on the button {{<img src="{up}Manuale IT/remsel.PNG"/>}}; {{<img src="{up}Manuale IT/remall.PNG"/>}} allows you to remove them all.
* completed once the tab click {{<img src="{up}Manuale IT/SALVA.PNG"/>}} button to confirm; to not save and return to the management companies click {{<img src="{up}Manuale IT/ANNULLA.PNG"/>}}.
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New contact
