Usage:
The Contacts sub-tab allows you to record any contacts or associates corresponding to a customer. Anyone that may work with or share clients with doctors in your database can be recorded separately and will be permanently attached to a doctor's record.
Navigation: Customer > 2. Related Info > Contacts
Contacts form
1.Click to enter a new Contact. 2.Enter any relevant details such as Name, Phone Number, Birth Date, and Email Address. 3.E-mail options: ➢ Include in Broadcast E-mail. ➢ Include in Single E-mail. 4.Click to add the record. |
1.Select the record you wish to edit. 2.Click . 3.Make any desired changes and click Save. |
1.Select the contact you want to email. 2.Click . 3.The From and To fields will automatically be populated. Enter the subject and body of the email. 4.After you have finished writing the email, click Send. |
1.Select the Contact you wish to delete. 2.Click . 3.Select YES when prompted for confirmation. Note: The record will be deleted from the database, but you can add it back at any time. |