6.5.1 Contact Info for Personnel

Related Articles 6.5 Personnel

The Contact Information screen allows you to enter contact information, personal details and web site access settings for the personnel 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. 

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.

For international phone number formatting outside of North America check off the option under division settings. For companies with multiple divisions check this option for each active division.

Web Site Security

If you are using the Tradepoint for Web to run your website then setting the 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.

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.

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 only.