(Contents)

Contact Details Form

The Contact Details form is displayed if the Edit button on the Assign contact records form is clicked.

You can alter only the Origin and the Follow up executive fields. The Follow up executive is the sales executive / responsible person of the contact record. The Origin indicates from what reason the contact is created. For instance, if a customer made a test drive, a contact could be created to set a reminder to call the customer. For that contact, the origin could then be 'Customer'.

Menu Bar and Toolbar

Menu bar Toolbar Action
File > Exit Exit Leaves the program and returns to the Assign contact records form.
File > Save -

Saves the changes and leaves the program and returns to the Assign contact records form.

File > Cancel -

Leaves the program and returns to the Assign contact records form.

Help > Help Help Displays, in a web browser, a help page describing the form.