CallTrax NEXT Editing Contacts (CLTX302)

The following procedures will guide through managing existing contacts created for a household relationship within CallTrax NEXT.

Step 1              Log into CallTrax NEXT.

Step 2              On the landing page, click on Customer Dashboard from the main menu

Step 3              Locate the customer within the Search box

Note: Using more than one of the available search components will assist in better matching to the desired record.

Step 4              On the Customer Dashboard page, locate the Household Customers section

Note: The menu options available are dependent on the role assigned to the user. If the role does not allow certain permissions, the option available may only be the View option.

Step 5              To edit a contact that was created, click on the contact within the Household Customers box

5.1                    Click on Edit

5.2                    Make any desired changes to the available fields

• Name
• Title
• Preferred Name
• Address
• City
• State
• Email
• Phone (3 phone fields)
  • Primary check box
• Date of Birth

5.3                    Click the Save button

Note: Any field containing an asterisks next to it is identified as a required field and must be populated in order for the contact to be saved.

Step 6              To view a contact, click on the contact within the Household Customers box under the Contacts menu

6.1                    Click on View

6.2                    When done reviewing the contact, click Cancel

Article Reference: CLTX302