Contacts - Person
Companies are at the centre of the CIMS contact database. Each company can have a set of company attributes such as address, phone numbers, faxes, emails and can have as many Contacts or people attached as required. For example small companies may have only one person whilst larger companies many have 30 or 40. Each individual contact has their own set of attributes in addition to those of the company.
In CIMS Persons are individual contacts at Companies or organisations. Each individual can have their own (Optional) set of attributes in addition to those of the Company. Person attributes can include:
To create a Person do the following:
1. From the main ring menu select "View Listings"
2. Select "People"
3. Make sure the person does not already exist by trying to find them using the appropriate filters
4. If the person does not exist select return to the ring menu and select "Companies"
5. Find the company you wish to act the Person to
6. Select "Edit"
7. Select "Add New Person" button
8 Enter their Title
9. Enter their First Name
10. Enter their Surname
11. Enter their position. Note if their position does not exist you can leave blank and come back to this screen after creating the position
12. Add any comments you may have
13. Add the persons address (optional) - select Address from the drop down list under type, enter the address in value, add any comments you may have and select the "Save" button
14 Add the Country by selecting "Country" from the drop down list under Type, enter the country in the Value field, add any comments and select the "Save" button
15. Repeat step 15 for any other attributes including Phone, Web site, Email, Skype, Twitter, Facebook and other attributes.
To edit a Persons details do the following:
1. From the main ring menu select "View Listings"
2. Select Persons
3. Use the appropriate filters to find the person to be edited
4. Select "Edit"
5. Make the appropriate changes - to edit the attributes use the corresponding edit buttons
6. Select "save" to make the changes
To Delete a person do the following:
1. From the main ring menu select "View Listings"
2. Select "Persons"
3. Find the person using the appropriate filters
4. Select the "Company" the person is listed under the "Company Name" column
5. Select "Edit"
6. Place a check in the delete box adjacent to the Person to be deleted
7. Select the "Save Company Details" button to make the changes