{"id":193,"date":"2022-09-15T14:01:27","date_gmt":"2022-09-15T13:01:27","guid":{"rendered":"http:\/\/support.servicesight.com\/?post_type=ht_kb&#038;p=193"},"modified":"2023-08-24T12:34:32","modified_gmt":"2023-08-24T11:34:32","slug":"contactdetails","status":"publish","type":"ht_kb","link":"https:\/\/support.servicesight.com\/us\/knowledge-base\/contactdetails\/","title":{"rendered":"Contact Details"},"content":{"rendered":"<p id=\"article\">Along with your customer database this is possibly the most important tool at your disposal. ServiceSight enables you to hold details on both prospective &amp; contact contacts helping you to make sure you speak to the right person at the right time.<\/p>\n<p><strong>Main Features of Contacts<\/strong><\/p>\n<ul>\n<li>Full customer details, including a link to the customer record<\/li>\n<li>View Warning Notes for this contact<\/li>\n<li>See Help on using Contacts in ServiceSight<\/li>\n<\/ul>\n<p><strong>General Tab<\/strong><\/p>\n<ul>\n<li>Full Name including both Title &amp; Job Title<\/li>\n<li>Phone, Ext No, Mobile, Fax &amp; Email Address fields<\/li>\n<li>Two User Defined Reference fields<\/li>\n<li>Ability to make contacts \u2018Inactive\u2019<\/li>\n<\/ul>\n<p><strong>Memo Tab<\/strong><\/p>\n<ul>\n<li>Record unlimited notes about a contact<\/li>\n<\/ul>\n<p><strong>History Tab<\/strong><\/p>\n<ul>\n<li>View filter complete transaction history for this contact<\/li>\n<li>Click entries to see the detail for each interaction with each contact<\/li>\n<\/ul>\n<p><strong>Portal Tab<\/strong><\/p>\n<ul>\n<li>You can allow your chosen contact access to the Customer Portal<\/li>\n<li>Complete the fields<img decoding=\"async\" src=\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2022\/09\/Contacts.png\"><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Along with your customer database this is possibly the most important tool at your disposal. ServiceSight enables you to hold details on both prospective &amp; contact contacts helping you to make sure you speak to the right person at the right time. Main Features of Contacts Full customer details, including [&hellip;]<\/p>\n","protected":false},"author":6,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[7],"ht-kb-tag":[],"class_list":["post-193","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-contacts"],"_links":{"self":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/193"}],"collection":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/comments?post=193"}],"version-history":[{"count":9,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/193\/revisions"}],"predecessor-version":[{"id":3837,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/193\/revisions\/3837"}],"wp:attachment":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/media?parent=193"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-category?post=193"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-tag?post=193"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}