Associate with Contacts

Add Comments

You can add comments as notes to provide any technical information about the Contact. You can create multiple comments for a single Contact. To add comments, do the following:

1. Click and open a Contact from the Contacts Home page.
2. In the [Contacts] page, click Comments tab.
3. In the text box that appears, type your message.
4. Click Save.After adding a comment, the user id and the time when the file is added are displayed.

Add Attachment

You can attach any type of files and any number of files to a single Contact. To attach a file, do the following:

1. Open a Contact from Contacts Home page.
2. Click Attachment > Add Attachment.
3. Select the file from outside resources.After adding a file, the user id and the time when the file is added are displayed.

Associate Products

1. Open an Account from the Accounts Home Page.
2. Click Product > Associate Products.
3. Select any of the product(s) listed.
4. Click Associate Product.

View Requests

To view the request associated with the particular contact.

1. Just move your mouse pointer over any of the Contacts in the Contacts Home Page.
2. Click View Requests to view the request associated with the contact.
3. Click Add Request if you want to add any new requests as stated by the account holder.