Horizon Online Support

The Contact section shows the following Details:

Name	Customer Contact assigned to the action. Using the drop down box you are able to change who the call is assigned to at the customer.
Email	Contacts email address
Telephone	Contacts telephone number
Fax	Contacts fax number
Job Title	Contacts Job Title
Edit/Add	Pops up the Contact Card so you can edit any details or add in a new contact onto the trader.
Notes	Pops up the Contact Card on the Notes section so you can add/edit any contact notes.
Allow eMarketing	Flag to show whether the contact allows eMarketing
Allow Tele Sales	Flag to show whether the contact allows Tele Sales
Allow Mailshots	Flag to show whether the contact allows Mailshots
Allow Fax	Flag to show whether the contact allows Fax
In Use	Flag to show whether the contact is in use

The User Defined Field section shows the following Details:

Name	Name of your user defined field
Value	Enter/Select value required.
REquired	Required value

Note: When you enter any values always remember to select Save and Exit when closing the action screen.

The Groups section shows all contact groups available to assign against the contact.

Note: If you select / unselect any groups against a contact always select Set Groups to confirm the changes.

The All Contact Actions screen shows all actions on the system for the contact selected against the action.

Note: If you double click on an Action it will pop-up with that Actions details.

Sales