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Detailed Description

Quick Contact Entry

Often it is necessary to simply add a list of contact names into CentreBill so they may be stored for CRM and contact management needs.



The Quick Entry screen allows for this rapid data entry and includes:
  • Contact Details section – this is a tab-key driven quick entry form for capturing only the essential information pertaining to a contact
     
  • Type, Contact Name, Email – these are the only required fields
     
  • Clear – clears the form
     
  • Add – adds the new contact to the list in the lower window and clears the form enabling the next contact to be added. The cursor tabs back to the first field.
     
  • Finish – commits all entries in the contact list to the database
     
  • Clear, Delete, Edit – these functions are used to make any changes on contact already added to the contacts list

Sometimes the user adding a new contact may prefer to use the Quick Entry form over the new Customer Wizard when adding a new customer.