Contacts module settings

List of paragraphs:

Contact group

When creating a new customer, enter Contact group:

1
In order to add more choices for field Contact group, click Setup - > Contacts -> Contact group;
2
Select New contact group:

3
Fill in the details;
4
Press Save.
5
Use Actions to edit or delete value:

Contact types

You can identify Customer type when creating new customer:

1
To add more options for Customer types, select Setup -> Contacts -> Contact types.
2
Click New contact type:

3
Insert the information and press  Save.
4
In order to edit or delete type, use Actions menu.


Contact levels

When creating new contact, enter contact level:

1
Contact level indicates when to create an automatic task if the client hasn't bought anything from you for X days. To enter new contact level, select Setup> Contacts > Contact level and click New value:

2
Insert name and indicate number of days - if there are no invoices in the system for this customer for X days, system will create an automatic task that indicates for how long client hasn't bought anything.

3
Press Save. In order to edit or delete value, use Actions menu:

Activities

When creating new customer, enter Activities

To add more Activities options, select Setup -> Modules picklists -> Activities.

1
Click New value:

2
Insert the information and press Save.
3
Select default value.
4
In case you want to hide value from the list, mark it inactive.
5
To edit or delete value, use Actions menu.

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