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6.2.1 Entering Enquiries


The Contact Information screen allows you to enter detailed contact information about the contact you are working with.

Address Entry

To ensure that addresses can be used correctly for searches, Mass Emailing and Mail Merges they must be entered in the correct format. Please see the Address Formatting article for full details. 

Notice that the Secondary Contact Information title is also a check box. Checking this off will ensure that correspondence to this contact uses the secondary address/telephone information instead of the primary information.

Telephone Entry

Tradepoint strives to ensure that phone numbers are entered in a consistent way. The reason for this is so that you can search on phone numbers. If you don't enter phone numbers the same way all of the time, it would become impossible to search on them. As a result, Tradepoint does it's best to convert whatever you type to the same format. We have chosen the international standard for phone numbers which is +Country Code (Area Code) City Code-Number.  For full details on phone number formats in Tradepoint please see the Telephone Formatting article.

E-Mail and Web Site Entry

Clicking the Email button will start a new e-mail with the contact's address automatically added to the TO field. You must have an email account configured before attempting this.

Clicking the Web button will launch the contact's web site in your default web browser.

Company Details

The Company Details section allows you to store information about the company including parent company and subsidiaries, ownership type and other corporate details.

The Corresponds As field allows you to override the contact name with a specific name that will be put on all correspondence. This is especially useful for divisions of other companies that you wish differentiate when doing searches, but wish to have the proper name show on mailings and e-mails. The Alias/DBA field allows you to record the Does Business As name for you records, but does not affect any correspondence.

The Parent Company drop down box allows you to link this contact to its parent entity. To find the parent company, start entering the company name and you will see that a search drop down field appears. When you are satisfied that you have what you need, either hit enter or click the magnify icon. It will give you a list of possible entries matching the name you have entered. Select the appropriate contact from the list of results.

Note the green plus signs beside the Office Type and Industry fields. If you don't find what you are looking for in the dropdown list, clicking the green plus sign will take you to the appropriate place on the Options window to modify the items in the dropdown list. When the Options window is closed with a new item added, it will automatically show up in the list that you were modifying.

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