The persons to be contacted for meetings and interviews with the customers are specified by clicking on Contacts button located at the bottom of the Customer window, or using the contacts option located in the right mouse button menu.
The buttons located at the bottom of the contacts window and the options and functions in the right mouse button menu of the Contacts window are:
New | Used to define a new contact. | |
Update | Used to modify contact information. | |
View | Used to view the contact without making changes. | |
Delete | Used to delete the contact. | |
Multiple Delete | Used to delete the selected contacts in batch. | |
Copy | Used to create a new record by copying the information of the selected record. This button provides fast data entry. | |
Filter | Used to display the records matching the filter conditions specified in the contacts List. | |
Find | Used to search the requested record by Name, Second Name and Surname. | |
Number of Records | Displays the number of recorded contacts. | |
Record Info | Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. | |
Refresh | Used to refresh the contacts list. | |
Back to Defaults | Used to display the active window with the standard dimensions defined in the application. |