The Contact Information window is the main point of entry serves as the primary interface for entering and editing for contact information. Double clicking details. To access this window, double-click on a contact from Search e-manage, Recent Records, Favorites, or any other grid that contains displays Contact Information will bring you to this screen. To create . Creating a new contact , you will need to open (or find in any of the afore mentioned methods) a Company Location to add a new contact (requires opening a Company Location (or finding it through the mentioned methods) and selecting Actions > Add a Contact).
Although there are While only a few required fields on this are mandatory (First and Last Name, Contact Type, and Status), you should fill out any information you have, especially the contacts e-mail address as e-manage it's recommended to provide as much information as possible, especially the contact's email address. e-manage|ONE integrates with Microsoft Outlook, enabling you to send e-mails to your contacts and to mail merge a bulk e-mail. This form also contains items such as birthday and anniversary that will allow you to pull up all of your contacts that have upcoming birthdays or anniversaries coming up and send them a quick birthday or anniversary e-mail. Your Administrator can adjust what fields are required emails and perform mail merges. The Contact Information form also includes options for birthday and anniversary, allowing you to easily send personalized greetings to contacts on these occasions. Your Administrator can customize the required fields based on the Contact Type drop downdropdown.
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Click Remember to click the Save button when you have finished entering the information. If any required fields were missedleft blank, you will receive a message prompt to fill them out and try againbefore proceeding. The toolbars at the top will enable and you can begin creating records based on this new contact.become active, enabling you to create records associated with this new contact.
Adding a Contact Picture
Attaching a picture to a contact record can be helpful for visual identification. To add a picture, follow these steps:
Click on the drop-down next to 'Contact Picture' in the Contact Information window.
A window will appear, allowing you to browse and select an image. Click 'Browse'.
Locate the image file on your computer and double-click to select it.
The selected image will be displayed.
Click 'Apply' to save the picture.
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By adding contact pictures, you can easily associate names with faces, enhancing recognition and personalization.
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