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  • Add Contact Flow

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    nayan dave
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    This document outlines the fields required for adding contacts, companies, and roles in a contact management system. It includes fields for basic contact information like name, phone number, email, as well as additional optional fields for address, social profiles, relationships and custom fields. The fields are organized into sections for contacts, companies, and roles to allow comprehensive management of relationships between contacts, the companies they work for, and their roles.

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    This document outlines the fields required for adding contacts, companies, and roles in a contact management system. It includes fields for basic contact information like name, phone number, email, as well as additional optional fields for address, social profiles, relationships and custom fields. The fields are organized into sections for contacts, companies, and roles to allow comprehensive management of relationships between contacts, the companies they work for, and their roles.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    5 views1 page

    Add Contact Flow

    Uploaded by

    nayan dave
    This document outlines the fields required for adding contacts, companies, and roles in a contact management system. It includes fields for basic contact information like name, phone number, email, as well as additional optional fields for address, social profiles, relationships and custom fields. The fields are organized into sections for contacts, companies, and roles to allow comprehensive management of relationships between contacts, the companies they work for, and their roles.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Contacts

    Below Fields Are Required


    1. First Name
    2. Last Name Below Fields Are Required
    3. Prefix Add New Contact 1. Company Name
    Add New Company
    4. Category Add New Visitor 2. Category
    5. Access Category 3. Industry
    6. Mobile Number (At least 1)
    7. Email Address (At least 1) Search/Select
    Profile Picture From Company
    Company Name
    Title (Mr./Ms. etc.) Categories List
    First Name (Suppliers, Banks,
    Search & Select Last Name etc.)
    Category From
    All Category List Add Category Search/Select
    From Industries
    Add Category List (Chemical,
    Computer-
    Network etc.)
    Access Category Set Industry
    (Auto selected on Search/Select
    selecting category - non Add Phone Number WIth From Types List
    editable) Label & Note(optional) (Public Ltd, Pvt
    Ltd., Education
    Set Type etc.)

    Add New Tag & Color


    Add Email Address With
    Label & Note(Optional) Add Phone Number WIth
    Label & Note(optional) Add New Tag & Color

    Search & Select


    Tag From All Tag Add Tag
    List Add Email Address With Street
    Label & Note(Optional) Search & Select City
    Search / Add New
    Tag From All Tag State/Province
    Company
    Shared Preference List Country
    All Companies List Add Company
    Public ZIP/Postal Code
    & Add Tag Label
    Designation Private
    Add URL & Label
    Search / Add New
    Role
    All Designations Add Department
    List Contact Type Add Field Add Address
    Contact
    Visitor
    Add URL & Label
    Street Add Instant Messaging
    City With Note & Label
    State/Province
    Add Address
    Country Add Field
    ZIP/Postal Code
    Add Details
    Label
    Add Instant Messaging
    With Note & Label
    Adharcard Add Region
    Is Emergency Squad
    Height
    Add Details Member
    Licence
    YES / NO
    PAN Card
    Passport Adharcard
    Add Tag Line
    Voter ID Add Birthdate Height
    Weight & Licence
    Add Anniversary Date PAN Card
    Add Number Of Passport
    Add Hobbies Employees Voter ID
    & Weight
    Add Keywords
    Select/Add
    Relationship Add Custom Field Select/Add
    Add Custom Field Relationship

    Search & Select


    Person Contact Search & Select
    Add Person Link
    Add Person Link Person Contact

    Search/Select/Add Search/Select/Add
    Company Add Company Link
    Company
    Add Company Link

    Search/Select/Add Search/Select/Add
    Role Role

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