Managing a Contact

This section provides comprehensive guidance on managing contact details and information within your organization.

Settings:

Field	Description
Client	Select the client to which the contact belongs.
First Name	Add the first name of the contact.
Last Name	Add the last name of the contact.
Title	Add a title if needed (e.g., Dr., Atty, Pres.).
Override Company Greeting	Specify a greeting to override the client’s default call greeting.
Alert	Display an alert message in the console; option to enable an expiry date and protect setting to disable changes.
Status	Show the status of the user in the console; option to enable an expiry date and protect setting to disable changes.
Emergency Instructions	Add emergency information for the contact (e.g., "Call his wife at 555-1212").
Location	Information about the employee’s business location, typically a suite/office #.
Fax	Add the fax number of the contact.
Long Distance Code	Specify zip or area code.
Categories	Select a category appropriate for the contact.
Sort Position in Console	Set the order in which the contact will be displayed in the Console.
Door Code	Set an office door number if needed.
External Account ID	Enter an account ID if available.
Birthday	Add the contact’s birthdate; option to hide or show in the console.
Photo	Upload a picture of the contact.
Department	Set the department for the contact.
Responsibility	Set the contact responsibilities.
Relationship	Set the relationship for the contact.
Keywords	Add keywords to easily search for the contact.
Address	Add a specific address for the contact.
Phone Numbers	Specify any extensions and phone numbers applicable for the contact.
Email	Add email info of the contact.
Information	Include additional notes or unique content about the contact.
Login	Specify the user name, password, and access rights of the contact.

This comprehensive table facilitates efficient management of contact details and ensures accurate record-keeping within your organization.