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There are two types of contact items used in Fusion: Company and Person. Before a new contact is created it is good practice to verify that the contact doesn’t already exist in the system. Use the Global Seeker to search for existing contacts.

 

Creating a new company contact

  1. Click New Contact in the Quick Launch menu.

  1. Click New Company
  2. Select the <CompanyName> field and enter the company name.
  3. Select the <Company Registration Number> field and enter the company’s registration number if applicable

 

Adding a salesperson

  1. Locate the Salesperson heading and click Add .
  2. Select the <Person name> field and enter a name.
  3. Click Save And Reload .

To add another salesperson click Add and in order to remove an salesperson click Remove .

Adding telephone numbers and other contact information

 

  1. Locate the Contact Information heading then click Add . (This action will open a drop-down menu with different means of contact.)
  2. Select the desired type of contact from the drop-down menu for example Direct for a direct telephone number.
    Note: Use the following format for telephone numbers +46854578480. Avoid using other characters such as spaces and parenthesis in telephone numbers.
  3. Select the right-side field and enter appropriate information.
  4. Click Save And Reload .

Tip: In order to change previously entered information: Select the text field that needs updating in order to activate it, then make the changes and save the item. To add another type of contact click Add and in order to remove a type click Remove .

Adding an address

 

  1. Locate the Address heading and click Add . (This action will open a drop-down menu with different locations and display the address fields: <Street>, <Door/Box>, <Postcode>, <City> and <Country>.)
  2. Select the desired type of location from the drop-down menu for example Visiting for an office address.
  3. Select the address fields <Street>, <Door/Box>, <Postcode>, <City> and <Country> and enter appropriate information.
  4. Click Save And Reload .

To add another address click Add and in order to remove an address click Remove .

Adding a favorite contact

  1. Locate the Favorite Contacts heading and click Add .
  2. Select the <Person name> field and enter a person name.
  3. Select a role from the drop-down menu.
  4. Click Save And Reload .

To add another contact person click Add and in order to remove a contact person click Remove .

Adding a favorite contact from the contact persons list

 

  1. Locate the Contact Persons heading and click the heading in order to expand the list.
  2. Locate the name of the person that is to be added.
  3. Click Add . (This action will add the person to the Favorite Contacts list and remove it from the Contact Persons list. To add the person to the Contact Persons list then click Add to Favorites.)
  4. Click Save And Reload .

Adding a contact person

  1. Locate the Contact person heading and click Add .
  2. Select the <Enter search here> field and enter a category name.
  3. Click Save And Reload .

To add another contact person click Add and in order to remove a contact person click Remove .

Adding a category

  1. Locate the Categories heading and click Add .
  2. Select the <TypeCategory> field.
  3. Click Save And Reload .

To add another category click Add and in order to remove a category click Remove .

 

Creating a new person contact

 

  1. Click New Contact in the Quick Launch menu.

  1. Click New Person
  2. Select the <Firstname> field and enter a first name.
  3. Select the <Surname> field and enter a surname.

 

Adding a salesperson

1.    Locate the Salesperson heading and click Add .

2.    Select the <Person name> field and enter a name.

3.    Click Save And Reload .

To add another salesperson click Add and in order to remove an salesperson click Remove .

Adding telephone numbers and other contact information

  1. Locate the Contact Information heading then click Add . (This action will open a drop-down menu with different means of contact.)
  2. Select the desired type of contact from the drop-down menu for example Direct for a direct telephone number.
    Note: Use the following format for telephone numbers +46854578480. Avoid using other characters such as spaces and parenthesis in telephone numbers.
  3. Select the right-side field and enter appropriate information.
  4. Click Save And Reload .

Tip: In order to change previously entered information select the text field that needs updating in order to activate it then make the changes and save the item. To add another type of contact click Add and in order to remove a type click Remove .

Adding a favorite company

  1. Locate the Favorite Companies heading and click Add .
  2. Select the <Person name> field and enter a person name.
  3. Select a role from the drop-down menu.
  4. Click Save And Reload .

To add another contact person click Add and in order to remove a contact person click Remove .

Adding a related company

  1. Locate the Related Company person heading and click Add .
  2. Select the <Company> field and enter a company name.
  3. Click Save And Reload .

To add another contact person click Add and in order to remove a contact person click Remove .

Adding an address

  1. Locate the Address heading and click Add . (This action will open a drop-down menu with different locations and display the address fields: <Street>, <Door/Box>, <Postcode>, <City> and <Country>.)
  2. Select the desired type of location from the drop-down menu for example Visiting for an office address.
  3. Select the address fields <Street>, <Door/Box>, <Postcode>, <City> and <Country> and enter appropriate information.
  4. Click Save and Reload.

To add another address click Add and in order to remove an address click Remove .

Adding a category

  1. Locate the Categories heading and click Add .
  2. Select the <TypeCategory> field.
  3. Click Save and Reload .

To add another category click Add and in order to remove a category click Remove .

The new contact is ready to be used when Creating a new order, and like all other saved items, it is searchable via the Global Seeker. If a new user account is being added then please read Adding a new user account in the Security and system administration section.

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