Page 22 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

LESSON 5: CONFIGURE A CONTACT RECORD

Learning Objectives

• Navigate and configure a Contact record
• Relabel Contact Category to Personal Interests
• Modify Contact Type and Mailing List value lists
• Create a custom value list for “Golf Shirt Size.”

Introduction
The Contacts module allows you to manage the information you have for the people you
are doing business with and those with whom you are pursuing business.

Even though there are several ways to add a new Contact, such as quickly clicking the
Create New + icon in the upper-right corner and selecting Contact, we recommend you
review the Company > Contacts table first to help avoid duplicates.

Please also search the database for the person as they may be a contact for a company
they previously worked for.

You are automatically associated with the Contacts you create. You can associate more
people to the record after you create it.

Field Customization in the Contact Record

Field customization is a useful practice for several reasons. One reason is to repurpose
the field. One field in the Contact record generally used for this is the Contact Category,
which is turned off by default and not in use. Many firms use this multi-select field to
collect information regarding hobbies or interests.

Activity 5.1 – Turn on and relabel Contact Category to

Personal Interests

Activity Steps

Part 1: Relabel
1. Click the Administration button
a. Hover over General Administration
b. Select Field Customization from the secondary dropdown menu

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