Vedatrak 3.0 Online Help

Contacts Detail View

The Contacts Detail View provides access to the properties for the selected contact.

Basic Properties

• Use the Type and Category drop down lists to specify the contact type (Company or Individual) and category (Prospect, Customer, Vendor, Brand, Resource or Staff).
  

• The category list is expandable. Select Edit... from the drop down list. Then, in the Edit Value List dialog box, type each new category on a separate line in the order you want them to appear and click OK.
  

• Upon indicating a Type and Category for the contact, a unique Contact # is generated.

• If a contact is an Associated Contact (ie: it is Individual of the Staff type), the Parent contact # will contain the parent contact Contact #.

• Enter other properties, including Name, Company, Address, E-mail, etc.

Sales Properties

• If your company operates several Brands, select the appropriate Brand using the drop down menu.
  

• Input Sales Properties:
  

• Click the arrow by Our Rep to select the sales rep associated with the new contact from the drop down list. The names included on the list are specific to the selected Brand.
  

• Hint: Any property with an arrow button can be typed or selected from the drop down menu.
  

Phones

• Click New in the Phones area to add a contact's phone numbers.

• Select the phone type (Home, Mobile, Fax or Work) and enter the number.

• Click Delete to delete the phone.

Associated Contacts

Associated Contacts can be added to any existing contact, called a Parent contact. When working within any contact card, you can see its Parent contact or any nested contacts. The set of contact types is customizable.

• Click New in the Contacts tab to add an Associated Contact.

• You can filter Associated Contacts using the Type and Category drop down lists.