Contacts can be created from the CRM section of Cynergy. Creating contacts is a fast and easy process.
From the menu bar click the Create drop down menu. Now browse down to the CRM option. When CRM is highlighted, a pop-out menu is displayed to the right.
Select Contact from the pop-out menu by clicking on it.
This displays the Create New Contact page. The new contact creation page consists of several sections using which you can enter comprehensive information about the new contact being created.
The first section of this page is where you enter the contact's information like the contact's name, telephone number, email addresses etc. Fill out the fields with the required information. Click here for an explanation of the fields to be filled out this section.
The next section of the page is the Address Information section where you can enter the details of the contact's addresses. The information in this section is optional and you can decide whether to fill them or not. The fields displayed here are the fields that were configured in the Address Types section. Fill out the required information
The next section consists of two tabs. Site Specifics and Contact Section. Click on a tab to add information to that section.
The Site Specifics section allows you to add information about the contact's login. Fill in the required information.
The Contact Section allows you to add the details of any contacts made with the contact.
Notes: Type in the details of a phone call , an email or personal meeting.
File Attachments: You can upload any files relating to the contact in this section. Just click on the Select button for field in the box displayed to the right of the page to browse to the location on your computer where the file is stored and select it. Once you select the file for upload, select the checkbox corresponding to that field to indicate that file needs to be uploaded.
To add more fields for upload, click on the Add button. To delete an upload field, click on the Delete button.
Click the Save button. Once you do this, the selected files will be uploaded and the new contact will be stored in the system.
The contact is assigned an id by Cynergy and the Contact Information Page should now be displayed with the New Contact.