To modify a contact association to a CRM communication

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The procedure to modify a contact association to a CRM communication is as follows:

  1. Using the Advanced search spy-glass (), select CRM Communication as the Search for and Search by category, and enter the Communication ID as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Communication Details window is displayed.
  3. Click on Contacts. The Contacts tab is activated, revealing a list of all contacts and contact groups associated with the communication in the Contacts summary table.
  4. Highlight a row containing the desired contact or contact group to be updated.
  5. Click on Update Communication Contact. The Communication Contact window is displayed.
  6. Ensure the status of the Prime Contact tick box is correct for the contact (or contact group) 2.
  7. Amend the Effective from date for this contact (or contact group), as required i.e. the date at which their link to the communication became active 3.
  8. Amend the Effective to date to automatically deallocate the assigned contact (or contact group) on a specific date in the future; a blank field means the link to the communication will be continually valid.
  9. Click on Confirm. The applied changes are reflected in the Contacts summary table.
  10. Click on Save.


Note

1 Additional search criteria may need to be employed (e.g. start date range, communication method, company) to ensure that the correct CRM communication is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 Only one current contact can be assigned Prime Contact status for each communication; where an existing contact already has this status the user will need to reaffirm one or the other.

3 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

CRM communication management overview

To add an additional contact to a CRM communication

To complete a CRM communication

Using the search facility