Create and Import Contacts A37-ANKU
CreditsNone
Overview
  • Overview
  • Resources
Description

Create a Contact E0166-AN00 topics covered:

  • Create a contact
  • Methods for creating a contact
  • Enter Contact Details
  • Associate a contact with a site 
  • Merging and Deleting Contacts
  • Duplicate Contacts Report

 

Import and Export Contacts E0165-AN00 topics covered: 

  • Contacts database
  • Importing contacts
  • Preparing to import customer and supplier contacts
  • Import customer and supplier contacts
  • Import site contacts
  • Export contacts
Modules
Create a Contact E0166-AN00
Content Types:
This material will help you understand how to create a contact so that you can easily communicate with customers, site contacts and supplier.
Import and Export Contacts E0165-AN00
Content Types:
This material will help you understand how to import and export a database of contacts and reconcile duplicate records.