The contacts area within EnergySteward.com is where contact
individuals are
added, updated and deleted. These contacts represent the specific
individuals which have some relationship to your business. This is
your rolodex of information on these individuals. Contact
name, title, status, security authorization (for accessing
EnergySteward.com) can be setup for each of these contacts. The following
characterizes some of the options available within EnergySteward.com
'Contacts...' area:
- An unlimited number of contacts can be setup.
- A contact can have an association to more than one company.
- * A contact individual can have multiple responsibilities (ie..
accountant, gas scheduler, contract administrator, etc.).
- All correspondence messages (emails & text messages, inbound &
outbound) which originate from within EnergySteward.com are
automatically stored in the correspondence area (unlimited
retention).
- A contact individual can be assigned security privileges to ALL
companies OR a distinct list of companies (for externally accessing
information within EnergySteward.com).
- * An individual contact can be assigned to an unlimited number of
'groups'.
* These items can all be defined in the contract
configuration area within EnergySteward.com.
All of these items above can be accessed from within the
EnergySteward.com 'Contacts...' area.
Click on the thumbnail images
(below left) to see a few sample screen shots. |