Maintain Contact

Select the “Maintain Contact” activity under the “Lead Management” business component.

The “Maintain Contact” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details are displayed in the “Contact Information” group box:

Contact ID	The code identifying the contact person.
Contact Name	The name of the contact person.
Numbering	Use the drop-down list box to select the numbering type. The combo is loaded with the values as defined in the “Numbering Class” business component.
Company	The unique code that identifies the company.
Designation	The designation of the contact person.
Department	The code identifying the department of the contact.
Phone No.	On selection of the OU, the system automatically displays the name of the organization.
Mobile Number	The mobile number of the contact person.
Email	The email address of the contact person.
Address Line 1	The first line address of the contact person.
Address Line 2	The second line address of the contact person.
Address Line 3	The third line address of the contact person.
State ID	The code identifying the state in which the contact person resides.
State Description	On selection of the state id, the description of the state is displayed alongside.
City	The city of the contact person in which the contact person resides.
Country Code	The code identifying the name of the country in which the contact person resides.
Country Name	The name of the country.
Zip Code	The zip code identifying the address area.
Contact Frequency	Use the drop-down list box to select the contact frequency. The combo is loaded with the values “Weekly”, “Monthly”, “Quarterly”, “Half Yearly” and “Yearly”.
Contact Preference	Use the drop-down list box to select the contact preference. The combo is loaded with values “Direct”, “Online Inquiry” and “Tender”.
Currency	Use the drop-down list box to select the currency.
Upload Photo	Click “Upload” icon to upload the photo of the contact person. The upload icon pop appears. File ID - The name of the file to be uploaded. The path where the file is placed. Click “Browse” button to locate the path. Remarks - Any remarks pertaining the contact information. Click “Upload” icon to upload the file.
Remarks	Any remarks pertaining the contact information.

Enter the following details in the “Customer Information” group box:

Customer Code	The code identifying the customer.
Customer Name	The name of the customer.
Customer Description	The description of the customer.

Click the “Save” button to update the contact details.
The system displays the following in the “Data History” section:

Created By	The login of the user who created the contact details.
Created Date	The date and time which the contact details were created.
Last Modified By	The login of the user who modified the contact details.
Last Modified Date	The date and time at which the contact details were last modified.