Skip to main content

Contact References

This is the second tab of CRM contacts.

To insert a new Reference, you need to click on the New reference button that appears when you are within this tab. To insert an already existing Reference, you will need to use the Search button.

In the new reference entry form, the following fields are present:

Surname: this is the last name of the reference.

Name: this is the first name of the reference.

User: any associated operator is reported in the reference registry.

Role: this field reports the role of the reference within the contact's company.

Phone: this is the main landline phone of the reference.

Fax: this is the fax number of the reference.

Email: this is the corporate email of the reference.