Introduction
Maintain contact details of various parties/prospects.
Mandatory Fields
| Mandatory Fields |
|---|
| Contact Category - If new party contact button is clicked then a party contact will be created else prospect contact will be created. |
| Contact Name / Branch - Select from Party Master/Prospect Master |
| Title - MR, MRS, MS, DR |
| Last Name |
| First Name |
| Type of Contact - Multiple, C Forms, Indents, Orders etc. Validation - For this Party/Branch type of contact already exists. |
Form Validation - Either Telephone 1, Cell No 1 or Email1 needs to be filled. |
Optional Fields
| Optional Fields |
|---|
| Designation |
Telephone 1 Validation - Telephone No. may be upto 14 digits. |
Telephone 2 Validation - Telephone No. may be upto 14 digits. |
Cell No 1 Validation - Please enter a valid number with 10 digits. |
Cell No 2 Validation - Please enter a valid number with 10 digits. |
Email1 Validation - Please enter a valid E-mail address. |
Email2 Validation - Please enter a valid E-mail address. |
Email3 Validation - Please enter a valid E-mail address. |
Email4 Validation- Please enter a valid E-mail address. |
Features
| Features |
|---|
Create New Party Contact Validation - Type of Contact should be either multiple or any other types Indents/Orders etc. |
Create New Prospect Contact Validation - Type of Contact should be either multiple or any other types Indents/Orders etc. |
| Modify |
| Delete |
| Export To Excel |
| Bulk Import - To import multiple contacts at once. - Bulk Import can be used only when there is no data in the Contact Master Table. Validation -Uploaded CSV file name should be ImportContactMst. |