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- People Module Setup -

*** NOTE ***
It is generally easier to setup large lists of people for one company under the People Tab in the Company Module. However it is not required to be done this way. You must set up the company in the Company Module before entering people in the People Module.

*** NOTE ***
All information entered here should be done in proper case. This is because all correspondence and labels generated will be exactly as typed in.

  1. Click “ADD RECORD”

    a. Enter People information in proper case.

    1. Enter Last name, First name.

    2. Select Company from type searchable list. ****NOTE**** Company information for Company Type, Territory, and Salesman will be imported. If a person has moved companies, simply select the new company from this type searchable field and press enter. Their information will be moved from the current company to the new one, and erased from the current company.

    3. Select Job Title from type searchable list.

    4. Select Prefix from type searchable list.

    5. Enter middle initial if desired

    6. Check “Pricing” box for any person authorized to receive pricing in this company. (ex: some companies do not want pricing given to all staff)

    7. Check “Promotional” box for those persons who are the contact for promotional mailings.

    8. Check “Quotes” box for those persons who are authorized to receive quotations from the Quote Module. (see article “x” for further information)

    9. Check “Email Quotes” box for those persons who you wish to send all quotes to by e-mail ONLY. ****NOTE**** Any person with this box checked will receive all quotation by e-mail ONLY. They will NOT receive quotes via fax. There is no provision to send both e-mail and fax quotes to the same person.

      1. You must enter a valid email address before checking this box.

    10. Select from list of companies Product Lines, any product lines this person deals with.****NOTE**** If you wish to send a quote for an item to a person, they MUST have both the quotes box checked, AND the product line listed in their personal “Product Lines” field.

    11. Enter in Phone Extension if desired.

    12. Enter birth date if provided and desired.

    13. Enter the persons e-mail address for all program generated e-mail correspondence.

    14. Enter any comments if desired.

    15. Enter any miscellaneous information if desired.

2. Click on Add/Tel Tab

  1. Enter any additional People phone numbers in the “People Phone Numbers” Table.

    1. Select the type of Phone Number from the type searchable dropdown list

    2. Enter the full phone number with area code.

    3. Check box for any number that is a local call.

  2. Enter any additional People addresses in the “Alt People Address” Table.

    1. Select Address type from type searchable list

    2. Enter address in line1, line2 and line3 fields.

    3. Select City and State from type searchable list.

    4. Enter Zip Code in full 9 digit format if known.

3. Click on Sales Calls Tab

  1. Enter Sales call notes for this person as desired.

4. Click on Call Organizer Tab

  1. Enter Sales call objectives for this person as desired.