View Create Contact
Table of Contents
Creating a new Contact
Getting Started
Find the Option that says “Contacts” in the Left Frame of the BrightMove Application. Click on the small plus sign to the left of the “Contacts” option. The expanded menu of options will be displayed.
Creating a Contact
The first option that appears on the “Create New Contact” screen asks you to choose a client from a drop down menu, or to create a new client. A contact is always associated with a client, so if the client is not on the drop down menu, add a new one by following the directions provided if you click on the “add new client” button.
Once you have entered or selected the client where your contact will be located and clicked the “Next” button, you will be asked to select which office of that client the contact will be located. Again, select one from the drop down menu or create a new one by following the directions. Once you have finished, click the “Next” button. You should now see the “Create Contact” page. There are places for all of your contact’s personal information, phone information, address, territory, and sales account classification. Fill out the information that is applicable and click on the “Submit” button at the bottom of the screen. The contact will become a part of your BrightMove database.
Importing a vCard
A vCard is a standard file format used for personal data exchange, specifically electronic business cards. vCards are most often sent as attachments to email messages. Normally they contain information such as name, address, email address, phone numbers, and sometimes logos and photographs.
To import the vCard of a Client Contact, go to the Client Profile Page. Scroll down to the “Contacts” section. Select the “import vCard” option. The Import vCard screen will be displayed.
You will see a field that says “Choose vCard File” with a button to the right that says “browse”. Click on the “browse” button, and select the vCard file that you would like to import. Next, click the “Submit” key at the bottom of the Import vCard screen. The vCard is now stored as Contact.