Contacts

CRM > Accounts > Account Contacts

Admin > CRM > Accounts > Account Contacts

• Similar to CRM > Contacts

Use the Account Contacts tab to maintain contacts for each account. These are the individuals that the sales team work with to sell products and services. These are the people that your project team is delivering a completed project to. These are the people that are calling you for support and who you are opening tickets for.

Adding New Account Contacts

1. Select the Admin > CRM > Accounts > Account Contacts tab.
2. Click Add.
3. Enter the following fields in the Account Contact tab.
   • First Name
   • Middle Name
   • Last Name
   • Location Name
   • Job Title
   • Phone Type
   • Phone
   • Status
   • Email Type
   • Email
   • Point of Contact - If Yes, this person will be notified if a workflow rule is configured to send notifications to Point of Contact.
   • Has Client Portal Access - If Yes, the client has portal access. Two extra fields Username and Security Role display.The first time this setting is saved, the contact is sent an email with a user name, password and instructions on how to login to the portal.
   • Receive Invoices

   

4. Click the Custom Fields tab.
   • Enter values in the custom fields, as appropriate for this record.
   • Custom fields are maintained using the Admin > My Company > Custom Fields page.