Use the Contacts tab to associate contacts with
clients. You associate a contact record with a
client record when you add it to the Contacts grid. Both records reflect the association.
If the contact record that you want to add to the Contacts grid does not yet exist in your database, you can create a new contact record and simultaneously add the new contact record to the Contact grid.
Contents
| Field | Description |
|---|
| For this
Client only
|
Select this option to view the contacts associated with the
client. This option displays if your system administrator configured
Ajera CRM to use multiple
client levels, or hierarchies.
|
| For this
Client and all lower levels of the hierarchy
|
Select this option to view all levels of the hierarchy that are associated with the
client. This option displays if your system administrator configures
Ajera CRM to use multiple
client levels, or hierarchies.
|
Contacts Grid
The fields on the grid display information from the contact record in the Contact Info Center.
| Field | Description |
|---|
| Contacts Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Ajera Sync
|
Only five contacts that you associate with a client can be synchronized to Ajera. Select this check box for up to five contacts that you want to synchronize to Ajera.
|
 Associate
|
Click this option to add a contact to the Contacts grid.
|
 New
|
Click this option to create a new contact record and add the contact to the Contacts grid. Select this option if the contact that you want to add does not yet exist in your database.
|
 Remove
|
Click this option to remove a contact from the Contacts grid.
|
| Name
|
This field displays the contact's name.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
| Title
|
This field displays the contact's title.
|
| Status
|
This field displays the contact's status.
|
| Phone
|
This field displays the contact's business phone number.
|
| Fax
|
This field displays the contact's fax number.
|
| Pager
|
This field displays the contact's pager number.
|
| Mobile
|
This field displays the contact's mobile (cellular) phone number.
|
| Home
|
This field displays the contact's home phone number.
|
| EMail
|
This field displays the contact's email address. Click the email address to open your default email application and send an email message to the contact.
|
|
Client Address
|
This field displays the description of the
client address associated with the contact, such as
Corporate Headquarters. To view the address information, click the contact name's in the
Name field to open the contact record.
|
|
Client
|
This field displays the name of the
client's company. To view the
client information, click the
client's name in the
Client field to open the
client record.
|
