A contact file can be created from two different places in Secutix 360º:
- Directly in the contact module in the Organization context.
- Or through the sales module in the Sales context.
In both cases you will need to make a search for that the contact to trigger the display of the "New" button: this will prevent the creation of duplicates.
The screen for the quick creation of the file shows automatically the fields to enter the essential information. From this screen it is possible to validate the file only with this information, to cancel the handling to not to create the file and also to access the complete file to enter this basic information.
Par défaut, l’écran de création rapide de fiche est affiché, afin de saisir les quelques informations indispensables. Depuis cet écran, il est possible de valider la fiche avec ces seules informations ; d’annuler pour ressortir de l’écran sans créer la fiche. Il est également possible d’accéder à la fiche complète pour compléter ces informations de base.
When creating a new contact through the sales module, a pop up menu to "create a record" (aka. a new contact file) will appear: There you will be able to fill out the most basic information needed in order to create a new contact file.
- You can also click on "go to contact" to view the contact file and fill out extra information fields that can not be accessed from this quick contact creation pop up.
- Clicking on "ok" will create a contact file just with the information that you have logged in the quick contact creation pop up.
- And of course, you can always cancel the operation.
Please remember that the mandatory fields (in blue*) are chosen at the beginning of the implementation of Secutix with the project manager.