Searching for a Contact to Edit
- Select the Contact > Full Search option from the Navigation Bar.
- Select a category from the Search dropdown.
- The drop down applies to the text box AND to how the results will sort. The ascending/descending selection dropdown specifies the sort direction of the search. For example, if you selected last name, enter any character combination of the last name in the textbox and it will display your results, automatically sorted.
- You can further refine your search list by filtering contact’s Type. Status will filter by active, inactive (will no longer require services in the future), or all contacts.
- Select the Owner drop-down menu to search by a specific salesperson.
- Click the Search button to apply filter criteria.
Once you see the contact you want to view, there are a few ways to go to the Contact View:
- From the Actions dropdown, select View to open their Contact View
- Click the First Name, Last Name, or Business name to open their Contact View
Contact View
Any information may be edited here and there are a few more tabs/fields available:
Main Tab
Authorize.Net Profile Id: This field is automatically populated when your account is connected to Authorize.net for credit card processing.
Credit Cards
Credit cards saved in your TPP integrated credit card account will show here with limited information:
- Card Type: Visa, Mastercard, etc.
- Card Number: Just the last 4 digits will show here.
- Name on Card: Will show the cardholder’s name.
- Address: Will show the card billing address.
- Default?: Allows you to designate a specific card as their default if they have multiple on file with you.
Tasks & Notes
See all Tasks and Notes pertaining to the Contact or create new ones for your team.
Event History
Easily see all the events for the Contact and view an abbreviated list of menus they’ve enjoyed.
Opportunities
Did the client mention that they just had an annual party for all 200 employees? Make a note here to follow up with them later to try and book them with your company next year.
Editing an Existing Contact
- Search for and open the contact to be edited using the Searching for a Contact instructions above.
- Edit the Contact information as required.
- Click the Save button.
Deleting a Contact
- Search for the Contact to be deleted using the Searching for a Contact instructions above.
- From the results grid there are 2 options:
- Click the Delete link in the grid.
- Open the Contact View and go to the Actions menu drop down in the upper right corner.
- Choose Delete Contact to complete.
Note: Once a Contact is deleted it cannot be recovered. TPP will not allow you to delete a Contact that is associated with an Event.
New Event (This Contact)
The ‘New Event (This Contact)’ button populates the Event setup screen in ‘New’ mode.