User Guide › Contacts
Overview
Contacts centralizes the people associated with your business relationships. Sales representatives, purchasing officers, project managers, and finance officers can use contact records to maintain the individual details needed when working with customers, suppliers, and other business partners.
Each contact record stores the person’s title, name, position, and department. The record also provides access to related tickets, helping users keep relevant service or support activity connected to the right person.
Contact information can be maintained while the record is in Draft and saved for later completion, or saved and closed when the update is complete.
What you can do here
- Use Title to record the contact’s professional title.
- Use Name to enter or update the contact’s name.
- Use Position to record the contact’s job role.
- Use Department to associate the contact with their department.
- Use Tickets to view tickets related to the contact.
- Select Save to save changes to the contact record.
- Select Save and Close to save changes and close the contact record.
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