TRAVERSE Global v11.1

Contacts

Use the Contacts function to set up contact records. Contacts form the basis of the CRM system: after you set up contact records, you can track all activity for a specific contact, send out communications, and follow up on sales opportunities. Each contact record represents a single company or business. You add the individuals you work with at that company, and then select them as members of the company contact record.

You can copy information form the vendor, customer, and employee information already stored in Accounts Payable, Accounts Receivable, and Payroll to quickly create contact records. If you interface CRM with these applications, you can copy any changes you make to the contact information here back to the appropriate records in those applications. You can also synchronize contact information between CRM and other interfaced applications if you have made several changes in both places and didn't copy those changes over as you made them.

  • To create a new contact, click the New button on the toolbar.
  • To edit an existing contact, select the contact from the Contact drop-down list.
  • Click the Save button to save your changes. If you selected the Prompt to Update Linked Information option in the Business Rules function, and you made any changes to contact information, a message appears asking whether to update linked records.

Use the command buttons on the toolbar:

Select To
Opportunity Open the Opportunities function to record contact prospects.
Task Open the Tasks function to view tasks and responses by status (Pending, Completed, or Expired) or by user type (Assigned To, Completed By, or Entered By).
Activity Open the Activities function to record all actions relating to a contact, allowing you to capture a historical record of the things your company has done for a specific contact.
Import Import contacts into the Contacts function.
Sync Open the Synchronize Contacts function to copy the changes you have made to contact information in CRM to the linked record in Accounts Payable, Accounts Receivable, and Payroll applications, and vice versa.
Label Open the Contact Labels function to print mailing labels for your communications and campaigns.
Copy From Copy information from a previously entered contact, customer, or vendor if entering a new contact. See additional information here.
Access Open the Contact Access screen and select Sales Reps who have access to the contact's information. Mark the check box(es) for the sales reps you want to have access to the customer's information. Use the Select All button to mark all the check boxes. Use the Unselect All button to clear all the check boxes. Click the OK button to save the settings.

The Access button will only be activated when Manual is selected for the Contact Access business rule.

 

To print a contact list to view the contact information you entered, see the Contact List function.