The Detail item of the Contact section is used to edit the basic information for the contact.
The data on this page is separated into the following editable groups:
|Salutation||A professional greeting for the contact - Mr., Mrs., Dr., etc.|
|First Name||The contact's first name.|
|Middle Name||The contact's middle name.|
|Last Name||The contact's last name.|
|Title||The contact's professional position name.|
|Status||Indicates the status of the customer that the contact is attached to (i.e. active, prospect, etc.)|
|Contact ID||Unique ID assigned to the contact.|
|Customer Name||Name of the customer that the contact is attached to. This field contains three buttons that perform the following functions:
|Department Name||The customer department to which the contact is attached.|
|Branch||The branch to which the customer belongs.|
|Address Type||Indicates the kind of address on file for the contact. Clicking the See All button opens the Contact Address wizard.|
|Country||Indicates the country where the contact is located.|
|Street Address||The street address for the contact.|
|Street Address||The city where the contact is located.|
|State/Province||Indicates the state or province where the contact is located.|
|Zip/Postal Code||Indicates the postal or zip code where the contact is located.|
This group catalogs all active means of getting in touch with the contact. To add new entries to this group:
- Select an option from the drop-down menu on the bottom-most cell of the of the Type column.
- Enter the corresponding data in the adjacent cell of the Value column.
- Press Tab on the keyboard to save the entry.