A contact file can be created from two different places in Secutix 360º:
- Directly in the contact module in the Organization context.
- Or through the sales module in the Sales context.
Insearch the contact to trigger the display of the "New" button: this will prevent the creation of duplicates.
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When creating a new contact through the sales module, a pop up menu to "create a record" (aka. a new contact file) will appear: There you will be able to fill out the most basic information needed in order to create a new contact file.
- You can also click on "go to contact" to view the contact file and fill out extra information fields that can not be accessed from this qu
- Clicking on "ok" will create a contact file just with the information that you have logged in the quick contact creation pop up.
- And of course, you can always cancel the operation.
Please remember that the mandatory fields (in blue*) are chosen at the beginning of the implementation of Secutix with the project manager. The ID/Passport can be one of them.
To continue with this training unit, click here to learn how to manage duplicate contacts.