Use this tab to define contact persons for the customer when
communicating with customers. All contacts have to be entered as person records in the
Person window and specified as a contact before they could be added as contacts.
If the contact does not exist as a person, a new person record can be created
directly using the Add Contact right mouse button option. Each contact could be
connected to a specific customer address.
For the description of each tab in the window, follow the appropriate link: Contact Info,
Person Info Address,
Person Comm Method,
Representatives.
Note: These tabs will be available only if IFS/CRM is installed.
BDR Enter Customer
Enter Marketing Campaign
Mail Merge
Enter and Handle Business Activity
Enter Business Opportunity
Handle Business Opportunity
Enter Customer Contacts
Edit Customer Contact and Person
Add Customer Contact to Marketing Campaign
Create Business Activity from Customer Contact
Create Business Opportunity from Customer Contact
Connect Customer Contact to Existing Business Activity
Connect Customer Contact to Existing Business Opportunity