Contact Information

Contact Information

Under the Contact Information title, you will enter your clients' information. This can include their name, company, address, phones, e-mail, etc.

To the right of most fields under Contact Information, you will see some kind of icon. See the icons section for more information on icons.

When you click on the

button to the right of the Referrals or Sales From fields the system will try to go to that record based on the name in the field.

Please notice that some label fields have a green dot

with an S. This means that you can click that dot to sort the records shown by that field. For example if you click on the company

dot, all records shown will be sorted by company. You can choose from Name, Company, City, State, Zip Code, Country and Email.

Click on the

icon (to the right of Phone 1) to know the local time based on the Area Code
Click on the

icon (to the right of some fields) to select Duplicates on that field.

Sale Source and Commissions - The field is very important, when you click on the field it will open a list of all records so you can select one. Then, if this selection (sales person) is agreed to get a commission when the contact on screen (client) makes a purchase then enter the commission percentage in the red field to the right.

Now, when you make an invoice to this customer the corresponding commission will be assigned automatically. See the Commissions section.

Keywords Field - The field is also important since any word here can be access directly with the Quick Find

feature. Just click on the

button and enter the word to look for and press enter. All records containing this word will be filtered. By the way, the Quick Find looks into the Name, Company, Phones, Email, URL, Related to, Referrals, Keywords and Products all in one pass.

Products field - Finally, the

field is also special. When you invoice a product and change the Invoice status from "Pending" to "Invoiced" or "Paid" the products code bought from the customer will be copied here and records can be filtered out as with the Keywords field. NOTICE: the prefix "P-" will be added to the product code but you can look for records containing a product either by typing the Product Code or "P-XXXX" where XXXX is the Product Code. The second format is more accurate because it won't be confused for a phone number etc.

Charge Credit Card - The Gateway section can be access from the

buttons at the bottom left.

and will open a screen where you can match the fields from your Merchant Gateway to the fields in the Contact Manager in such way that you would be able to charge Credit Cards directly from the software by clicking on the

button . You can charge credit cards either from the contact screen or from the Invoice Screen or even from the Merchant Gateway screen. You need to obtain the name of those fields from your Internet Gateway Merchant provider. If you do not have a Merchant Account you can sign for the one we recommend (99% approval rate) at http://www.voxvox.com