Contact Form

Contact Info Tab

Administrator’s documentation (click here)

CRM Extensions Contact form Features and Benefits

· General Contact Information (compatible with Outlook) · Link to CRM Company item · Track additional “CRM Info” fields for each contact · Field labels are user configurable · “Contact Type” allows multi-select · “Custom Fields” provide nine additional user configurable fields · “Notes” supports user configurable notes · Tab names are user configurable · Extensions forms are user customizable: Add fields Add tabs Add functions (database links, etc.) · “CRM Functions” options are set on the CRM Options “Extensions Forms” tab.

· Contact related phone numbers · Buttons to launch standard CRM “Actions” for this Contact · “Custom Actions” provide a user configurable list of additional CRM productivity functions (Task for “Next Action”, Copy this item, Dial phone, etc.) · “External Functions” is a user configurable list of custom links to your environment outside of CRM (launch webpage with URL containing data from form, open any file/folder for sales collateral info, etc.) · View / Open all Opportunities (and Projects) that are linked to this Contact · Link additional Opportunities (and Projects) to this Contact (pick button) · Supports general notes and attachments of related files

Data Views Tab

Administrator’s documentation (click here)

CRM Extensions “Data Views” Features and Benefits

· Quick access to specific CRM information related to this Contact (Journals, Tasks, Appointments, etc.).

· Filter the displayed list by this Contact or the linked Contact’s Company.

· View the information with Outlook Views that have been created in the corresponding CRM public folder. Display any field, four levels of sorting and grouping, etc.

· Select the specific CRM folder (Radio buttons) you would like to view information for
(Ex. Clicking “Calendar” will display all Appointments related to this Contact).

· “Other Folders” provides visibility of related TeamWork WorkFlow items in any of your TeamWork folders or other folders you may have added to your CRM configuration (ex. “Portfolios”, “Inventory”, “Tickets”, etc.).

· These Views are dynamically user configurable right on this form just as with views in any Outlook folder (click a column title to sort, drag/drop grouping, add fields, etc.).

· Double click any row in the display to open the specific CRM item.

· Perform “mass edits” for displayed items by dragging/dropping between displayed groups.

· “CRM Functions” options are set on the CRM Options “Extensions General” tab.

Relationships Tab

Administrator’s documentation (click here)

CRM Extensions “Relationships” Features and Benefits

· Establish unique relationships between your CRM Contact records.

· Picker button makes finding and selecting the contact easy and quick.

· View the related CRM Contact by clicking the contact link.

· Define the type of relationship between this contact and the linked contact .

· Being able to establish additional relationships within your CRM data can be essential to quickly accessing your data.

Tracking Tab

Administrator’s documentation (click here)

CRM Extensions Project form Features and Benefits

· This “Tracking” tab is provide here on the Extensions Contact form for compatibility with the standard CRM Contact form.

· Each of these fields are used with the various CRM tracking features

· See CRM documentation for additional information

Details Tab

CRM Extensions Contact form – “Details” tab

· Identical to the standard Outlook Contact form “Details” tab

· Can be used just as you have used this tab with your personal Outlook Contacts.

Financial Info Tab

** Only on Extensions Financial version **

Administrator’s documentation (click here)

CRM Extensions Contact form – “Financial Info” tab (see also: “Personal Info” tab information) Features and Benefits

· Financial overview fields for Income, Net Worth and Tax Rate · Links to standard Financial management documents provided with date of last update (field labels become hyperlinks after documents have been linked). · Portfolio management function provides: Visibility of all Portfolio records for contact Double click row to view Portfolio form Buttons for “New”, “Copy”, “Delete” provide quick and easy management of Portfolios from this Contact form. Any Portfolio form fields may be displayed on this grid view, with sorting and folder type grouping. Predefined Outlook folder views are provided for user selection in the “Folder View” droplist (similar to “Data View” tab functionality)

· Essential “Bank Information” fields provide quick reference for your financial transactions. · “Financial Notes” support many different user defined notes that are specific to recording the “Financial” aspects of your clients. · Extensions forms are user customizable: Add fields Add tabs Add functions (database links, etc.) · “CRM Functions” options are set on the CRM Options “*Extensions Financial” tab.

Personal Info Tab

** Only on Extensions Financial version **

Administrator’s documentation (click here)

CRM Extensions Contact form – “Personal Info” tab (see also: “Financial Info” tab information) Features and Benefits
· Record additional contact info to assist in providing the extra personal touch when interacting with the contact (“Drink Preference”, Birthday, etc.) · Record Holiday greeting preferences · Knowing “Family Members” helps conversations · “Personal Info Notes” support many different user defined notes that are specific to your information needs with your clients / customers.	· Spouse information fields are available to enable better interactions with your clients. · E-mail sent (using either of the 3 buttons pictured above) to the spouse will be Journaled to this CRM Contact. · Extensions forms are user customizable: Add fields Add tabs Add functions (database links, etc.) · “CRM Functions” options are set on the CRM Options “*Extensions Financial” tab.