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      Main Masters - CRM, Contact Method

      How to access CRM, Contact Method -

      Masters>Main Master>CRM, Contact Method

      How to Add a Contact Method - 

      Click Add Contact Method, enter all details required and click the tick to save. 

       

      How to Edit a Contact Method - 

      Click the pencil to edit, correct all details required and click the tick to save. 

       

      How to make Contact Method Inactive - 

      Click the pencil to edit, make the 'status' Inactive and click the tick to save. 

       

      You can keep track of these by using the Client Contact Log Report