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Getting Started

CRM 8 – Contact Screen Overview

In this brief OnContact CRM training video, you’ll get a better understanding of how to maneuver through a contact screen within OnContact, as well as some tips for utilizing resources on this screen.

Hello and welcome to OnContact CRM training. In this brief video, we’ll take a look at the features and options of the Contact Edit page. Contacts are the people you do business with. They may be employees of your CRM customers, consultants who do business with your customers or stand alone and not attached to a company at all.

Contact Screen Features

  • Header information about the contacts such as name, address and phone number can be found on the upper left of the contact page.
  • Some fields like contact, first name and last name are free-form or click-and-edit fields. Another type of field is the drop-down.
    • You can click the column and choose the desired value.
    • Be sure and save the contact after making changes to these fields. The detail column allows multiple values such as phone number, address, territory and others to be connected to the contact.
  • You can click in the detail column to add, remove or edit information in these fields.
  • Contacts can be connected to many companies by editing the company field.
  • The “Options” button on the upper right allows for quick access to useful features such as mail merge, email merge, sync with outlook and others.
  • The “Add to Favorites” button adds the contact to the users favorites list.
  • On the bottom half of the contact page, you’ll find the tab area. This area contains additional information related to the contact such as activities opportunities, incidents and others.
  • Click on the “More” button to show all of the available tabs.
  • Click on any of the tabs in the drop-down to bring that tab to the front.
  • The activity, opportunity and incident tabs are examples of list tabs where a row is clicked to open more information about that record.
  • The profile tab is an example of a header tab which has editable columns similar to the main information area on the contact screen.