Typically, this record is used to identify the firm or division that Contacts work for. Contacts may be used for e-mailing reports, tracking leads, and creating opportunities and quotes.
Main Tab
Group Id:
Uniquely identifies this Contact Group.
Group Name:
The name of the company or division.
Phone:
The phone number for this company / division.
Territory:
This field may be used to define the sales territory this company / firm is assigned to.
Web Url:
The company's website.
Street Address:
The location / correspondence address for this company.
Contact Group User 1-5:
These fields may be used to record additional information required by your company.
Obsolete?
If this field is checked, the record is considered Obsolete, and it may not be directly specified during data-entry (either by entering the Id or selecting it from a list). Obsoleted records can be edited and the Obsolete option can be cleared when necessary. When you check the Obsolete field, the following message box will be displayed:
“You have elected to obsolete this record. Would you like to see existing references to this record?”
If you click Yes, the system will display a viewer that provides click-through access to all tables referencing this record.
Contacts Tab
This tab lists all Contacts belonging to this Group. Double-click on a line to open the selected Contact record.
Opportunities Tab
This tab lists all Opportunities related to Contacts belonging to this Group. Double-click on a line to open the selected Opportunity record.
Quotes
This tab lists all Quotes related to Contacts belonging to this Group. Double-click on a line to open the selected Quote record.