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Contact Card QuickLinks

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The Contact Card QuickLinks offer one-touch access to frequently used communication methods. 

 


 Phone QuickLink

If the device has the ability to place a phone call, the supported dial pad displays with the number auto-loaded for dialing.

A "star" icon indicates this is the preferred contact method.

 

 

 

 Email QuickLink

The Email QuickLink generates a new message window from the computer's resident email program. The email is automatically addressed to the contact, but can be edited. 

 

 

 Details QuickLink

The Details QuickLink generates a view of in-depth information about a contact including associated documents.

When selected, the Details link changes from a  icon to a  icon enabling a quick return to the previous view.

 

 

 

General Information

The General Information section contains information about a contact that is not displayed on the collapsed card view.



Element  Description
First Name The contact's first name.
Middle Name The contact's middle name.
Last Name The contact's last name.
Title The contact's title.
Status The current status of the contact.
Company The company this Contact works for. This can be different than the companies this contact is set as a contact for.
Branch The branch of company this contact is associated with.

 

 

 

 

Contact Information
The Contact Information section contains information relating to the contact methods for this contact. The star denotes the primary method of contact for this contact. 

Additionally, clicking on some contact methods (phone, email) will open relevant programs such as Outlook or Dialpad to create a email, or start a call, if they are installed on your device.

 

 

NoteContact methods may vary depending on settings in the Avionté Core application. 

Field Description
Main Number The contact's primary phone number.
Secondary Number The contact's secondary contact number.
Email The contact's primary email address.
Website The contact's website URL.
Fax The contact's primary fax number
Cell Phone 1/2 The contact's primary and secondary cell. phone numbers.
Direct Office Phone A direct extension to this contact.
Main Office Phone The main office number for this contact.
Toll Free A toll free phone number for the contact.
LinkedIn The LinkedIn URL for the contact, e.g. https://www.linkedin.com/avionte-contact
Twitter The company's Twitter handle. 
Invoice Email The email address from which invoices will be emailed to customers.
Email for Invoices The email address that will receive incoming invoices. 

 

 

 

Addresses



Note: Address types may vary depending on settings in the Avionté Core application. 

Field Description
Office Address The contact's work address.
Home Address The contact's home address.

 

 

 

Add an Address

 

 

  1. Click  the   icon to add an address to the candidate's profile.

  2. Click on a field to enter information.

  3. Click Done to save the address and close the pop-up window.

 

 

Edit an Address

 


  1. Select the   icon to edit any field in a candidate's existing address.

  2. Click on a field to enter information.

  3. Click Done to save the address and close the pop-up window.

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