CRM Phase 2 - Flipbook - Page 193
Creating a Contact
Type Code
From the CRM
menu select
Miscellaneous
Options
Select Contact
type codes
Click the required
radio button for
Blank or Copy
Click Create
Enter a
alphanumerical
code
The contact code must be
attached to a contact group,
refer to process 02.012.03 L1
Creating a Contact Group Code
Refer to the process
document for more
information
Complete all
required fields
within the Detail
tab
Select Detail 2
Complete as
required
To view complete code, click
on the ellipsis button to view
all created codes
This code may now be used
when creating a line of
contact history, refer to
process 02.003.01 L1
Creating a New Contact
Click on Create
Creating a Contact Type Code
02.012.04.L1 9304E
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