15.1.9 Contacts

The Contacts sub screen allows you to record information regarding contacts associated with a producer, such as employees at a dealership.

To complete the Contacts
  1. Click Origination > Origination > Producers > Contacts sub tab.
  2. On the Contacts sub screen, perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields is given below:

    Table 15-9 Contacts

    Field Do this
    Contact Type Select the producer contact type from the drop-down list.
    Name Specify the producer contact name.
    Phone Specify producer contact phone number.
    Extn Enter phone number extension.
    Fax Enter producer contact fax number.
    Enabled Check this box to indicate this is a current contact.
  3. Perform any of the Basic Actions mentioned in Navigation chapter.