 |
 |
CRM Contact Method (CRMCONMET)
CRM Contact Method
|
Index CRM Contact Method-Search Criteria/Grid CRM Contact Method-Details Page CRM Contact Method-Create |
|
Additional Information Customer Master(SU13)-Details Page Customer Master(SU13)-Quick Entry-Details Page Lead Master-Complete Entry-Details Page Lead Master-Quick Entry-Details |
The CRM Contact Method view maintains the Contact Method records, such as telephone, E-mail, fax, etc. The CRM Contact Methods are applied Customers, Prospects and/or Leads in the Contact Method Preferred field on the Details page of the following views:
- Customer Master (SU13)
- Customer Master (SU13) - Quick Entry
- Lead Master - Complete Entry
- Lead Master - Quick Entry
| Note: The ability to create and update information in the CRM Contact Method view is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in the CRM Contact Method view. For more information, see Role Master-Permissions. |
You can edit the CRM Contact Method information in either the Search Criteria/Grid page, in the grid section, or on the Details page.
The following fields are available on the CRM Contact Method and are based on the order in which they appear in the grid on the search page:
- Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all CRM Contact Method records. This field cannot be edited.
- Contact Method - displays a short description for the Contact Method. This field cannot be edited.
- Contact Method Description - displays the full description of the CRM Contact Method. This field can be a maximum of 128 alpha numeric characters in length. You can edit this field as required.
For information on the functionality of each button on the CRM Contact Method Search Criteria Results/Grid page, click here.
