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6.14 Individual Contacts


Since many businesses have a mix of both business and Personal/Individual clients, Tradepoint allows you to manage contacts on a 'Business to Consumer' basis as well as a 'Business to Business' basis.

When the Individual box  within a Contact is checked off the menu of icons in the toolbar adjusts. If your screen resolution is below 1280 X 1024 you may see the sections with small arrows like the screenviews below. If so, then simply click on the boxes and the icons will appear in a drop down box.

The Personal Details section in the toolbar shown below allows you to record detailed information about the individual, as well as assign web security settings and communications.


The Details icon within the Personal section of the Business to Consumer view will enable you to create any necessary Web Access Settings if you are using the Tradepoint for Web to run your website. Setting web security settings for you contacts will allow them to access the secure area of your website and view specific content based on their Access Type.

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