Creating a Contact
- Simon Sayegh (Unlicensed)
- James Skurray
Overview
Crittah's LCMS Contacts module consists of individual people with whom your business has or wishes to form a relationship. Contact records are typically related to a Customer record, and multiple contacts may be associated to a single account. There are various ways you can create contacts in Crittah as detailed below. Once the contact record is created, you can view and edit information pertaining to the contact via Contacts sub menu located under Manage on the navigation bar . This documentation will cover how to use the Contacts module as well as the various actions and options available from within the module.
Contact Fields
The Contacts module contains a number of stock fields which come out-of-the-box with Crittah. The below definitions are suggested meanings for the fields and their use, however, the configurable fields such as Status and Type can be leveraged differently to best meet your organisation's needs. Users with administrator access have the ability to configure those fields.
Any field name with an asterix on the input screen is mandatory.
| Field | Description |
|---|---|
| Contact details - Site | The Contact's site defaulted as part of the configuraion |
| Contact details - Customer | The Customer that the Contact is associated with |
| Contact details - Salutation | The Contact's standard greeting |
| Contact details - First Name | The Contact's First Name |
| Contact details - Last Name | The Contact's Last Name |
| Contact details - Birth Date | The Contact's date of birth |
| Contact details - Status | This is a configurable field |
| Contacts contact details - Email | The contacts Email address |
| Contacts contact details - Phone | The contacts Phone, generally land line number |
| Contacts contact details - Mobile | The contacts mobile number |
| Contacts contact details - Fax | The contacts fax number |
| Contacts contact details - Position | The contacts position held within the customer |
| Contacts contact details - Department | The contacts department |
| Contacts contact details - Type | Contact type. This is a configurable field |
| Address - Address 1 | The Contacts primary address |
| Address - Address 2 | The Contacts primary address |
| Address - City/Town | The Contacts City or Town in address |
| Address - Post Code | The Contacts Post Code in address |
| Address - Country | The Contacts Country (defaults based on site) |
| Address - State/Region | The Contacts State or Region (defaults based on site) |
| OptOut fields | Check each OptOut option to prevent a contact from receiving operational or promotional emails or SMS messages |
Creating or Editing a Contact
There are two ways to enter the "Create/Edit Contact" screen to create or edit a customer.
- By selecting the Manage menu option, then "Customers" from the submenu
2. By selecting the shortcut icon on the top right of your screen
- Once selected the Contact Screen appears
- Type in the fist name of the contact, this is the only required field on the page
- You also have the option of creating a new customer from the contact details section. Those mandatory fields are marked by an asterix below.
- The Crittah application uses the Google Maps for location services. By selecting the icon  located at the bottom left corner of either the Business or Postal address area the relevant map will appear
- When all minimum required fields are completed select the Save button Â
and your customer record will be saved.