This section provides comprehensive guidance on managing contact details and information within your organization.
Settings:
| Field | Description |
|---|---|
| Client | Select the client to which the contact belongs. |
| First Name | Add the first name of the contact. |
| Last Name | Add the last name of the contact. |
| Title | Add a title if needed (e.g., Dr., Atty, Pres.). |
| Override Company Greeting | Specify a greeting to override the client’s default call greeting. |
| Alert | Display an alert message in the console; option to enable an expiry date and protect setting to disable changes. |
| Status | Show the status of the user in the console; option to enable an expiry date and protect setting to disable changes. |
| Emergency Instructions | Add emergency information for the contact (e.g., "Call his wife at 555-1212"). |
| Location | Information about the employee’s business location, typically a suite/office #. |
| Fax | Add the fax number of the contact. |
| Long Distance Code | Specify zip or area code. |
| Categories | Select a category appropriate for the contact. |
| Sort Position in Console | Set the order in which the contact will be displayed in the Console. |
| Door Code | Set an office door number if needed. |
| External Account ID | Enter an account ID if available. |
| Birthday | Add the contact’s birthdate; option to hide or show in the console. |
| Photo | Upload a picture of the contact. |
| Department | Set the department for the contact. |
| Responsibility | Set the contact responsibilities. |
| Relationship | Set the relationship for the contact. |
| Keywords | Add keywords to easily search for the contact. |
| Address | Add a specific address for the contact. |
| Phone Numbers | Specify any extensions and phone numbers applicable for the contact. |
| Add email info of the contact. | |
| Information | Include additional notes or unique content about the contact. |
| Login | Specify the user name, password, and access rights of the contact. |
This comprehensive table facilitates efficient management of contact details and ensures accurate record-keeping within your organization.