To add, edit and view customer contacts, go to the Customers screen. 

Click on the customer you want to see the contacts for and click on the Details icon in the top right corner of the page.

Then click on Contacts at the bottom of the page.

Click the + button to add a new contact.

The Add New Contact screen will appear where you can enter the details about the new contact.

All fields marked with an asterisk (*) are required.

1. Name:  Enter the name of the contact.

2. Position:  Enter the contact's job position at their company.

3. Phone Number:  Enter the contact's phone number.

4. Email:  Enter the contact's email address.

5. Ownership %:  Enter the contact's ownership % of the business (if applicable).

6. Customer Type:  Enter the customer type for the contact. (Priority, Good Standing, etc...)

7. Additional Info:  Enter any additional information you'd like to save about the contact.

To complete the new contact creation, click Save.

The new contact will now appear on the CONTACTS page.

Here you can Edit and Delete existing engagements.

To add, edit and view customer contacts, go to the Customers screen. 

Click on the customer you want to see the engagements for and click on the Details icon in the top right corner of the page.

Then click on Engagements at the bottom of the page.

Click the + button to add a new engagement

The Add New Engagement screen will appear where you can enter the details about the engagement.

All fields marked with an asterisk (*) are required.

1. Subject: Enter the subject of the engagement.

2. Date:  Use the date picker to select the date the engagement took place on.

3. Hours & Minutes:  Enter the duration of the engagement in hours & minutes.

4. Company Contact:  From the drop down list, choose the contact at the company that the engagement took place with.

5. Contact Type:  From the drop down list, choose the type of contact that occurred.

6. Contacted By:  From the drop down list, choose the user that completed the engagement. 

7. Follow Up:  Check this box if a follow up needs to occur regarding this engagement. If selected a date picker will appear for you to enter the date that the follow up needs to happen.

8. Follow Up Assignee: Select the name of the person (from your company) who will be following up on the engagement. 

9. Follow Up Date: If a follow up needs to occur for this engagement, enter the follow up date that it needs to happen.

10. Engagement Follow up Completed: Check this box once the engagement follow up had been completed. Engagements that are marked as completed are highlighted in grey in the engagement list.

11. Notes:  Enter any notes about the engagement.

To complete the new engagement creation, click Save.

The new contact will now appear on the ENGAGEMENTS page.

Here you can Edit, Delete, Attach Files, and View existing engagements.