You may create a
contact method for a contact by clicking on the
button to the right of the contact method box,
the button will have a mobile phone and "@"
icon. This is the same for both the
account manager screen and the contact
maintenance screen. When selecting this
button the Contact Method maintenance screen
will launch (Below).
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Right click in
the "Contact Method Type Code (?)" box and
select the desired type from the browse.
There are three standard
contact method types in ascent; Landline
(LND), Mobile (MOB) and Email (EML). More
codes may be added by your system administrator.
Next enter the value in the "Contact Method
Value" box, this will be a mobile number if you
have chosen a mobile contact method type and
similarly an email address if you have selected
an email contact method type.
A note can be added in the "Short Note" box this
could be a note stating that this number is the
contacts parents house or maybe a lawyers number
etc.
Finally you may select from the following three
boxes the status of this contact method, if it
is an Agreed form of contact, a confirmed form
of contact or a contact that has not to be used.
You may leave the boxes unchecked if there is no
preference here.
Click "OK" to save the record. |