How to Create Sites for Contacts?

Updated on August 23, 2017 12:38AM by Admin

Site information is the detailed information about your customer. This include
details such as
  • contact information
  • Address information
  • Additional information
  • Hobbies & Interests
  • Social information

Contacts app allows you to Add Sites using an option called "Add". Here you can view the Sites information which is linked to a customer associated with a specific contact record.

Steps to Create Sites Information

  1. Log in and access Contacts App from your universal navigation menu bar.
    image results for contacts
  2. Click on More(...) -> Settings from the App menu header bar.
    image result for contacts
  3. Click on “Contacts” drop down and select “Scope” from the left navigation panel. At the right panel, slide “Site Tracking” & “Automatic Site Assignment” option’s “Toggle” button to “Green” Color, that enables "Sites" section on contacts view page.
  4. Select the options from “Assignment Basis” drop down.
    Scope
  5. Now, Select the Contacts for whom you need to create new “Sites” information.
    Select Contact
  6. Click on “Add” button from “Sites” table.
  7. When Clicking on it “Add  Site” page appears as shown in image below:
    Add Page
  8. Enter the following information.
    1. Country - select particular country from drop down.
    2. State - select particular State from drop down.
    3. City - select particular City from drop down.
  9. Click on “Add” button to complete.When clicking on it, you can view the “Enabled” toggle button which is automatically switched “ON”.
  10. The created Site will be show as:
    View Contact