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New Contact - Contact Information
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Last Updated
28th of June, 2011

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New Contact - Contact Information

Fig. A


See Figure A above.
  This is the contact creation page.  It is also the detailed contact information file which can be edited.  The following sections are displayed on this page:


Contact Name:  This is the contact name.  Select a title from the drop-down box.  Click in the first text field and enter a first name.  Click in the second text field and enter a last name.

Contact Spouse: 
This is the spouse's name of the contact.  Click in the text field and enter a name.

Contact Mailing Address:
  • Street -  This is the street address of the contact.  Click in the text field and enter a street address.
  • City -  This is the city of the contact.  Click in the text field and enter a city. 
  • State/Province -  This is the state / province of the contact. Select a state / province from the drop-down box.
  • Zip/Postal -  This is the zip / Postal code of the contact.  Click in the text field and enter a zip / postal code.
Telephone Numbers:
  • Primary -  This is the primary number of the contact.  Click in the text field and enter a primary number. 
  • Secondary -  This is the secondary number of the contact.  Click in the text field and enter a secondary number. 
  • Cellular -  This is the cellular number of the contact.  Click in the text field and enter a cellular number. 
  • Fax -  This is the fax number of the contact.  Click in the text field and enter a fax number. 
  • Pager/Other -  This is the pager / other number of the contact.  Click in the text field and enter a pager / other number. 
  • Best Time To Call -  This is the best time to call the contact.  Click in the text field and enter a best time to call.
Internet:
  • Email -  This is the email address of the contact.  Click in the text field and enter an email address.
  • Alt Email -  This is an alternate email address of the contact.  Click in the text field and enter an alternate email address.
  • Mass Email -  This field controls the acceptance of mass email from Gigbuilder.  Select a radio button option.
  • Website / URL -  This is the website / URL of the contact.  Click in the text field and enter a website / URL address.
Employer:
  • Company Name -  This is the company name that employs the contact.  Click in the text field and enter a company name.
  • Job Position/Title -  This is the job position / title of the contact.  Click in the text field and enter a job position / title.
  • Division -  This is the employment division of the contact.  Click in the text field and enter a division. 
Employer Address:
  • Street -  This is the street address of the contact's employer.  Click in the first text field and enter a street address.  Click in the second text field and enter additional information if needed.
  • City -  This is the city of the contact's employer.  Click in the text box and enter a city address.
  • State/Province -  This is the state / province of the contact's employer. Select a state / province from the drop-down box.
  • Zip/Postal -  This is the zip / postal code of the contact's employer.  Click in the text field and enter a zip / postal code.
  • Country -  This is the country of the contact's employer.  Click in the text field and enter a country.
Notes:  This is the note(s) that pertain to the contact.  Click in the text paragraph and enter a note(s).

Miscellaneous Client Info/Facts:
  • Birthdate -  This is the birthdate of the contact.  Click in the text field and enter a birthdate.
  • Anniversary Date -  This is the anniversary date of the contact.  Click in the text field and enter an anniversary date. 
  • Category -  This is the category of the contact.  Select a category from the drop-down box.  Categories are created under Setup > Gigbuilder system > Event Defaults.
  • Vendor -  This field signifies if the contact is to be considered a vendor.  Select a radio button option.
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