1. Fields & Definitions for Contacts Information
1.1. Business Tab

Fields & Defintions

Last Name The last name of the Sales Rep being added or edited.
First The first name of the Sales Rep being added or edited.
MI The middle initial of the Sales Rep.
Status The status of the Sales Rep, either Active or inactive.
Nickname The nickname of the Sales Rep.
Sales Rep Type The Sales Rep Type (This MUST be setup in the Sales Rep Types module)
Rep ID  Sales Rep ID
Title The Sales Rep's title. 
Department The department in which the Sales Rep works.
Phone The phone number and/or extension for the Sales Rep.  (may be different than the company main number).
Cellular The Cellular phone number for the Sales Rep.
Fax The FAX number for the Sales Rep.  (may be different than the company main number).
Pager The Pager number for the Sales Rep.
Internet or E-mail Address The E-Mail address of the Sales Rep.

 

1.2. Personal Tab

Fields & Definitions

 

This button allows the user to load a photo of the Sales Rep. The photo file should be in the MANEX directory, and should be BMP or TIF format.

Birthday

The Sales Rep's Birth Date.

Spouse's Name The Sales Rep's Spouse Name.
Spouse's Birthday The Sales Rep's Spouse’s Birthday.
Anniversary The Slaes Rep's Anniversary.
Home Phone

The Sales Rep's Home Phone.

Address The Sales Rep's Home Address  (two lines available).
City

The Sales Rep's Home City.

State, Zip

The Sales Rep's Home State and Zip code.

Country

The Sales Rep's home country.

 

This set of buttons allow the user to record specific information that they may wish to retain about the Sales Rep. It is divided into several categories to narrow the search for information later. Pressing any of these buttons brings up a memo window that may be added to, edited or canceled at will. 

1.3. Lookup Tab

Fields & Defintions

Last Name The last name of the Sales Rep.
First Name The first name of the Sales Rep.
Sales Rep Type The Sales Rep type..
Title The title of the Sales Rep..
Work Phone The phone number and/or extension of the Sales Rep. (may be different than the company main number).