EditPurpose
To add, edit, or delete contacts on your contact list.
EditLocations Used
Contacts
EditOverview
Your contact list provides a way of organizing information for the customers you communicate with. Refer to other help pages on how to view your contact list, description of the details on the Contacts page, or how to edit the information in the tabbed areas of the contacts page.
EditAdd a New Contact
To add a new contact, click on the
ADD NEW ENTRY button on the Contacts page. The Add New Contact will appear with input fields for you to fill in for the new contact. There are several tabbed sections with additional input fields for those areas.
 Add New Contact |
All fields marked with an asterisk “*” are required. In other words the contact will not be added unless all required fields have valid values.
1. Company - Enter the company that your contact represents.
2. Company Number – Enter a customer number for this contact.
3. First Name*, Last Name* - Enter the contact's name.
4. Salutation - Enter a salutation for this contact, such as "Mr." or "Mrs.”
5. Job Title, Department - Enter the contact's position and department within the company he/she represents.
6. Email - Enter the contact's email address.
7. Phone - Enter the contact's phone number and extension.
Additional phone numbers can be entered AFTER the contact information has been saved into the database. Refer to the section “How to Edit a Contact” for more information on how to add additional phone numbers.
8. Address 1, Address 2, City, State, Postal Code, Country - Enter the postal address for this contact.
9. Web Site - Enter the web site for this contact's business or company.
10. Referred By - Enter the name of the person or company that referred this contact to you.
11. Click on the SAVE button to save the new contact information into the SalesdeskSuite database.
EditEdit an Existing Contact
1. Select a contact to edit in one of the following ways:
a. Make the menu selection Contacts⇒Contact List from the main menu bar. The Contacts page will be displayed with a list of your contacts. Click on the Last Name of the contact person you wish to edit information for.
b. If viewing details for a contact already, click on the PREV or NEXT buttons on the Contacts page until the details for the contact you wish to edit are displayed.
c. If viewing details for a contact already, search for the contact by entering his first or last name in the input field next to "Search" and clicking on the GO button.
The Contacts page will be updated to display the details for that contact.
2. Modify the contact's data, as necessary. For more information on the tabbed areas of information, refer to the Wiki Help pages for each tab.
3. Click on the
SAVE button either at the middle or bottom of the page to save your changes.
NOTE: With the exception of the tab "Additional Contact Info", whatever changes you make in each of the tabbed areas are saved into the SalesdeskSuite database once you click on the
SAVE button in the popup window for that tab. This is true whether or not you click on the
SAVE button on the Contacts page.
Delete a Contact
1. Select a contact to delete in one of the following ways:
a. Make the menu selection Contacts⇒Contact List from the main menu bar. The Contacts page will be displayed with a list of your contacts. Click on the Last Name of the contact person you wish to edit information for.
b. If viewing details for a contact already, click on the PREV or NEXT buttons on the Contacts page until the details for the contact you wish to edit are displayed.
c. If viewing details for a contact already, search for the contact by entering his first or last name in the input field next to "Search" and clicking on the GO button.
The Contacts page will be updated to display the details for that contact.
2. Click on the
DELETE button either at the middle or bottom of the page.
BEWARE: A confirmation window
WILL NOT pop up asking to confirm this delete request. Be sure you want to delete the contact
before you hit the
DELETE button.