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: : Adding a Contact
A contact is created from all the screens where it is necessary like for a customer, a site, a project, etc. Il est obligatoirement rattaché à un élément dans Akuiteo.
This screen is available from:
- une affaire où la création d'un contact est limité au strict minimum.
- une fiche client où vous pouvez paramétrer dans le détail un contact.
To create contact, follow the procedure below and save:
- Click on the General tab. Note that the link between a customer/prospect and the new contact already exists.
- Enter the contact identity in the Identity section.
- Indicate if the contact is also the recipient of the business objects like estimates, delivery documents, etc... by checking the types of business objects.
-
Cochez la case Relance si vous voulez que ce contact soit pris en compte dans le batch de relance des factures clients non soldées ou si vous voulez relancer le client par mail depuis la fiche d'un client.
- Fill in the fields about the contact function within the company.
- Fill in the information about his follow-up regarding:
- Most recent follow-up on: date of the last follow-up.
- Most recent follow-up: click to automatically enter the current date.
- Enter the prospect or customer contact details like:
- phone numbers, fax, e-mail.
- Direct phone number.
- Contact's function.
- Left the company on: check to indicate the function's end date.
- Enter the type of prospect or customer's interlocutor by checking the relevant boxes. This information will be in the customer record sheet's General tab.
- Save.
Un lien vers les profils du contact sur les réseaux sociaux professionnels se créé automatiquement.
You can then:
- Indicate that the contact is no more a customer contact by clicking on Edit > Declare the contact as lost.
- Link the contact to another contact, supplier or third-party by clicking on
from the left pane.
- Associate a customer contact to a contact and a customer site.
- Associate the contact to a target by right clicking on his/her name in the tree structure on the left >
.
- Standardize the names, first names and functions of a contact from a list of contacts.
When you right click on a list of contacts from a search result, you can:
- standardize the names, first names and functions of a contact from a search result for a better quality of your database.
- create extranet users or external employees on-the-fly.
- create events.
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