Navigating Global Contacts

Print Friendly and PDF

The user must first have this functionality enabled by their administrator before being able to add/edit within this feature. The Contacts menu allows the user to track and organize all the different companies and contacts they may work with. The tool keeps each contact organized by Company Type, Company Name, Company Contacts, Phone, License #, and Address. Users have the option to add/edit or remove contacts as relationships continue to change and evolve.

  • To add a company the user may select Add Company
  • To edit an existing entry the user may select the editing pencil or click on the Company Name
  • To delete an existing entry the user may select the red no entry sign

Adding/Editing a Company

Company Details

 

 

  • Company Name – after this record is entered the iMP will intelligently track and alert the user if they enter another company name that would cause a duplicate file.

  • Company Type – this record will define the subsection the company will be organized under within the Contacts dropdown menu

  • Affiliate Type – allows the user to define the type of relationship the company shares
  • License # - this field provides the user with an outlet to enter any pertinent business licenses

Any contacts within the organization may be added and tracked under the Contact Information section.

  • To add a contact the user may select Add Contact
  • To edit an existing entry the user may hover/select the editing pencil or click on the Name
  • To delete an existing entry the user may select the red no entry sign

 

 

0 Comments

Please sign in to leave a comment.