Home Portal

Skip to end of metadata
Go to start of metadata
Main data tab

 

The  Main Data  tab includes such information as the contact's name, e-mail address and company position.

 

 
  • To have the system ignore specific information in the modification process, select the Do Not Change radio button for a given field. The information represented in the field will not be modified.
  • To modify a field, first select the Set radio button and then make any necessary changes. The contact persons' information represented in the field will be overwritten.
  • To add an item to the existing information the contact persons have, first select the Add radio button and then include the new item. The contact persons' existing information represented in the field will not be overwritten.
  • To delete existing items from the selected contact persons' profiles, select the  Remove  radio button and then select the items you want to dissociate from the contact persons.
Position

The job title the contact persons possess at their respective provider.

Click on the drop-down list and select an item.

 To create a position, go to  System  >  Configuration  >  System Values  > Positions

Active

The current state of the contact persons.

    • Select the tickbox if the contact persons are valid and can be used. The contact persons will be available for selection in drop-down lists.
    • Deselect the tickbox if the contact persons are no longer valid and cannot be used. The contact persons will appear in the Contact Persons table on the Contact Persons tab of their respective provider but will not be available for selection in drop-down lists.
Disallow CRM E-mails

The contact persons' preference to receiving Customer Relationship Management (CRM) emails.

    • Select the tickbox if the contact persons do not want to receive CRM emails. CRM emails will not be sent to the selected contact persons.
    • Deselect the tickbox if the contact persons want to receive CRM emails. CRM emails will be sent to the respective contact persons.
SMS Enabled

The contact persons' preference to receiving SMSes.

    • Select the tickbox to have SMSes sent to the selected contact persons.
    • Deselect the tickbox to not have SMSes sent to the contact persons.
Categories

A label used to organise your contact persons. For example, you create categories which represent their respective providers' cost or efficiency.

Click the drop-down list and select a category. The selected category appears above the drop-down list.

Categories Item

    • To remove a selected category, click Delete Icon.
    • To add all the available categories, click Add all. Now all categories are selected.
    • To remove all the selected categories, click Remove all. Now no category is selected.

To create a category, go to  System  >  Configuration  > System Values  >  Partner Categories .

Contact Languages

The languages in which the contact persons can communicate.

Click on the drop-down list and select a language. The selected language appears above the drop-down list:

Contact Languages

    • To remove a selected language, click Delete Icon.
    • To add all the available languages, click Add all. Now all languages are selected.
    • To remove all the selected languages, click Remove all. Now no language is selected.

 To add a new language to the system, go to  System  >  Configuration  > System Values  >  Languages .

Mother Tongues

The native language of the contact persons. 

Click on the drop-down list and select a language. The selected language appears above the drop-down list:

Mother Tongues

    • To remove a selected language, click Delete Icon.
    • To add all the available languages, click Add all. Now all languages are selected.
    • To remove all the selected languages, click Remove all. Now no language is selected.

To add a new language to the system, go to  System  >  Configuration  > System Values  >  Partner Languages .

Gender

The gender of the contact persons.

Click on the drop-down list and select an item.

Time Zone

The time zone of the contact persons' addresses. 

Click the drop-down list and select a time zone.

Notes

A reference note for the selected contact persons.

Enter the information into the text box.

nextClick to advance to the Confirmation Page.
Click to terminate the modification process.