Client Contact Details

Purpose

To allow the maintenance of secondary Client Contact details

No Communication replacement fields are created for these contacts

Field	Explanation
Client	Display filed only Shows details of the client currently being accessed
Contact Name	Enter the client contact name
Contact Salutation	Enter the client contact salutation
Contact position	Enter the client contact position
Email	Enter the email address
Phone	Enter the phone number
Mobile Phone	Enter the mobile phone number for this contact
Notes	Enter any notes required about this contact

Related Articles
Primary Client Contact Details
Purpose Allow the establishment of Client Contact details. When appropriate, communication replacement fields are created for Contact Details that are used in both client and account communications. Access This dialog may only be accessed from the ...
Client Contact Point Details
Purpose To allow setup of the Client details required for Dispatch Centre to process client communications Timing Client Contact points may be established or edited at any time It is recommended that the Create Client Contact Points process is used ...
Client Details
Purpose To add, amend or delete clients or contact the organisation may have. The client module has CRM functionality. It is important all contact are set up to make best use of that functionality. Timing Clients/Contacts may be added or edited at ...
Create Client Contact Points
Purpose To create a Client Contact Point for any new clients added to the system Timing Create Client Contact Points may be undertaken at any time Access Clients | Create Client Contact Points Process The below dialog should be completed: Field ...
Client Details Report
Purpose Can be used to create a contact details report (name, address, phone and email listing) for marketing purposes, or as a spreadsheet containing all details held on the Client Detail record. Timing The Client Details report may be run at any ...