Contact Information Boxes

Box	Description
Name	Contact's full name. Click the Edit button to open the Edit Name dialog box.
Account	Account to which the contact is linked. Click the name to jump to the Account Detail view.
Title	Contact's title within the account's company. Click the drop-down arrow and select an item from the list.
Asst.	Type the name of the contact's assistant.
Dear	The contact's name to be used in the salutation of a letter, fax, or e-mail. Click in the box and type any changes. By default, this is populated with the contact's first name. If the contact name is changed, the information will not update automatically.
Address	Address or location of the contact. May be different from the account address. Click the Edit button, to open the Edit Address dialog box. To view a map of the address, click the MapQuest button.
Work	Contact's work telephone number. Click in the box and type any changes.
Fax	Contact's fax telephone number. Click in the box and type any changes.
Mobile	Contact's mobile telephone number. Click in the box and type any changes.
Home	Contact's home telephone number. Click in the box and type any changes.
Other	Any other number the contact may give you. Click in the box and type any changes.
Preferred Contact	This is the preferred method of correspondence with the contact/account. Click the drop-down arrow and select E-mail, Phone, Fax, or Letter.
E-mail	Contact's e-mail address. Click in the box and type any changes. To send an e-mail message to the contact, click the E-mail button.
Web URL	Web address for the account. Click in the box, and type any changes. To open the contact's Web site, click the WWW button.
Primary Contact for Account	If selected, designates the contact as the primary contact for the account.
Authorized Service Contract	Contacts marked with "Authorized Service Contact" indicates that they are authorized to call in for support on an account.
Do not Solicit	If selected, designates the contact as "Do not Solicit". Contacts marked as "Do not Solicit" are filtered out of the Mail Merge process and Marketing Campaigns.
Do not Email, Do not Call, Do not Mail, Do not Fax	If Do not Solicit is not selected for the contact, any combination of one or more of the remaining Do not fields can be selected.
Owner	Person or team within your organization that has access to the account.
Acct. Mgr	Person or team within your organization that manages the account relationship. Click the Find button to find the person or team within your organization that manages the account relationship.
Cont. Type	Category of the contact; for example, if the contact is a decision maker. Click the drop-down arrow and select an item from the list
Cont. Status	The status of the contact within your organization. Click the drop-down arrow and select an item from the list.

Name

Contact's full name. Click the Edit Closed

button to open the Edit Name dialog box.

Account

Account to which the contact is linked. Click the name to jump to the Account Detail view.

Title

Contact's title within the account's company. Click the drop-down arrow and select an item from the list.

Asst.

Type the name of the contact's assistant.

Dear

The contact's name to be used in the salutation of a letter, fax, or e-mail. Click in the box and type any changes.

By default, this is populated with the contact's first name. If the contact name is changed, the information will not update automatically.

Address

Address or location of the contact. May be different from the account address. Click the Edit Closed button, to open the Edit Address dialog box.

To view a map of the address, click the MapQuest Closed button.

Work

Contact's work telephone number. Click in the box and type any changes.

Fax

Contact's fax telephone number. Click in the box and type any changes.

Mobile

Contact's mobile telephone number. Click in the box and type any changes.

Home

Contact's home telephone number. Click in the box and type any changes.

Other

Any other number the contact may give you. Click in the box and type any changes.

Preferred Contact

This is the preferred method of correspondence with the contact/account. Click the drop-down arrow and select E-mail, Phone, Fax, or Letter.

E-mail

Contact's e-mail address. Click in the box and type any changes. To send an e-mail message to the contact, click the E-mail Closed

button.

Web URL

Web address for the account. Click in the box, and type any changes. To open the contact's Web site, click the WWW Closed

button.

Primary Contact for Account

If selected, designates the contact as the primary contact for the account.

Authorized Service Contract

Contacts marked with "Authorized Service Contact" indicates that they are authorized to call in for support on an account.

Do not Solicit

If selected, designates the contact as "Do not Solicit". Contacts marked as "Do not Solicit" are filtered out of the Mail Merge process and Marketing Campaigns.

Do not Email, Do not Call, Do not Mail, Do not Fax

If Do not Solicit is not selected for the contact, any combination of one or more of the remaining Do not fields can be selected.

Owner

Person or team within your organization that has access to the account.

Acct. Mgr

Person or team within your organization that manages the account relationship. Click the Find Closed

button to find the person or team within your organization that manages the account relationship.

Cont. Type

Category of the contact; for example, if the contact is a decision maker. Click the drop-down arrow and select an item from the list

Cont. Status

The status of the contact within your organization. Click the drop-down arrow and select an item from the list.