6.2 Entering and Editing Contacts
The Contact Information screen allows you to enter
detailed contact information about the contact you are working
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.
When you make a change to the
address of a company Tradepoint will prompt you to automatically update the same
piece of information on any staff members of that company if they had the exact
same information before the change was made.
Click on the Address icon next to the main
contact information screen. It will look like this.
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.
The address icon is also linked with
mapping capabilities for online applications such as Google Maps and desktop
applications such as Mappoint.
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
International Phone Number
Tradepoint does have a seeting which will
open fields for the ability to enter in phone number formatting as necessary.
Under the Division settings on the contact information screen there is a check
box to enable the fields for international phone number formatting.
When you make a change to the phone
numbers of a company Tradepoint will prompt you to automatically update the
same phone numbers on any staff members of that company if they had the
exact same phone number before the change was made.
E-Mail and Web Site
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
Clicking the Web
button will launch the contact's web site in your default web
Also note the Plain Text
check box beside the e-mail address. This box allows you to specify
that e-mail sent to this contact will be sent as plain text