Call2Field Help Manual

User Tools

Site Tools

Trace:
title

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Next revision		Previous revision
title [2021/09/14 10:16] – created garethtitle [2023/06/15 13:47] (current) – external edit 127.0.0.1
Line 3: Line 3:
 The Title Code is used to define the role/title of a contact when viewing a [[company|]] in the sales module, the title code can be anything from MR, MRS or DR. The Title Code is used to define the role/title of a contact when viewing a [[company|]] in the sales module, the title code can be anything from MR, MRS or DR.
  
-''Insert Image Here''+{{ ::title_list.png?nolink&400 |}}
  
 When adding a new company in the [[company|]] section of the sales module, you can add a contact to said company, this will usually be the current person you are in contact with in that company, when adding their contact info you can assign them a title, it is an optional field so you do not need to fill it out. When adding a new company in the [[company|]] section of the sales module, you can add a contact to said company, this will usually be the current person you are in contact with in that company, when adding their contact info you can assign them a title, it is an optional field so you do not need to fill it out.
  
-''Insert Image Here''+{{ :title_new_company.png?nolink&400 |}}
  
 You can also add new Title codes, this can be done by navigating to the settings tab, selecting the [[codes|]] option and then selecting the "Title" code from list of cods, here you will be shown a list of all the Title codes that currently exist on the system.  You can also add new Title codes, this can be done by navigating to the settings tab, selecting the [[codes|]] option and then selecting the "Title" code from list of cods, here you will be shown a list of all the Title codes that currently exist on the system. 
Line 15: Line 15:
 The Description field is where you'll put the full name of the title, this is the part that will be display when it is selected on the company contact section. you can then save the new title code by clicking the "tick" icon to the far right of the row. The Description field is where you'll put the full name of the title, this is the part that will be display when it is selected on the company contact section. you can then save the new title code by clicking the "tick" icon to the far right of the row.
  
-''Insert Image Here''+{{ :title_add.png?nolink&400 |}}
  
 you can edit any of them by clicking the "pencil" icon next to each code, here you can make any necessary changes to the code. once you have done this, simply click the "tick" icon to save these changes you can edit any of them by clicking the "pencil" icon next to each code, here you can make any necessary changes to the code. once you have done this, simply click the "tick" icon to save these changes
title.1631614617.txt.gz · Last modified: (external edit)
Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki