Template:ContactsSection: Difference between revisions
From CTLTMS
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* ''Surname''. | * ''Surname''. | ||
* ''Job Title''. | * ''Job Title''. | ||
* ''Contact Mediums'' - a list of all contact media for the customer. | ** ''Contact Mediums'' - a list of all contact media for the customer. | ||
* ''Primary Phone''. | ** ''Primary Phone''. | ||
* ''Primary Email''. | ** ''Primary Email''. | ||
* ''Primary Mobile''. | ** ''Primary Mobile''. | ||
You can add additional contact media by selecting the media type from the drop-down list. The screen will add the medium to the Contact Mediums list above. | You can add additional contact media by selecting the media type from the drop-down list. The screen will add the medium to the Contact Mediums list above. |
Latest revision as of 12:55, 18 August 2020
Contacts section
You can add any number of contacts here.
You can add a contact by clicking the New button in the section.
You can edit an existing contact by selecting the contact row in the table and then clicking the Edit button in the section header.
The screen will display a pop-up window to enter the following:
- Title.
- Forename.
- Surname.
- Job Title.
- Contact Mediums - a list of all contact media for the customer.
- Primary Phone.
- Primary Email.
- Primary Mobile.
You can add additional contact media by selecting the media type from the drop-down list. The screen will add the medium to the Contact Mediums list above. Additional contact media:
- Email.
- Fax.
- Mobile.
- Skype.
- Facebook.
- Twitter.
You can delete an existing contact by selecting the contact row in the table and then clicking the Delete button in the section header.