Adding and Editing Contacts – The Profile, Edit Profile and Sales Update screens all display key details on additional contacts for a record. This information appears in the section immediately below the main demographic and company information. In the Contacts section, the primary contact is listed first (denoted by a yellow key icon), followed by all additional contacts associated with the record listed in alphabetical order. This section displays only the title, phone and email for each contact.
Attaching Custom Forms - Supplemental, web and event registration custom forms can be attached to a record when it is first added to the database or can be appended at any time after the record is created. Sales and feedback forms are attached at the campaign level rather than at the individual record level.
Note on access privileges: All users can see custom forms attached to a record but only users with appropriate security access can edit data collected in the custom form or edit the form description field.
Accessing Custom Forms - Each entry in the Attached Forms lists the date and time that the form was added to the record or last modified as well as the form name, description, form type and form status. A newly attached form has a status of “New” while a form that has been modified has a status of “Modified.”
To access and edit a custom form attached to a record: On the Profile, Edit Profile and Sales Update screens for the record, all custom forms currently attached to the record are displayed in the Attached Forms section below the Profile Summary. To open a specific form, click on the appropriate Form Name in the list. The completed form will launch in a pop-up window. If the form is set up to allow editing, you can update the information by entering the desired changes and clicking the Update button at the bottom of the form. To close the window without making any changes, simply click the Close button. If editing is not permitted, the Update button will not be displayed.
File Attachments
To attach a custom form to an existing record: Supplemental, web and event registration forms can be attached to an existing record from the Profile, Edit Profile and Sales Update screens. On any of these screens, you can add a form by clicking on the Attach Form button in the gray menu area near the top of the screen. In the pop-up window, select the desired form from the list and click on Submit. Alternately, you can launch this interface by clicking on the orange Add button located in the top right corner of the Attached Forms section.
