6.14 Individual Contacts
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
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.