Friday, April 20, 2012

Company/Contact Set-Up

In Order to keep a clean and cohesive database, all companies and contacts entered in to the database MUST follow the following procedure. Contact Ashley or Stephanie if you have any additional questions.

Ashley, Stephanie and Zina are the only authorized users with access to add companies and contacts in to Prolog.

1) Send all relevant information for company &/or contact to Stephanie, Ashley or Zina for input in to Prolog
Please ensure ALL information is provided upfront.
  • Company Name (complete and full)
  • Company Address
  • Phone Number(s)
  • Fax Number
  • Company Website (if applicable)
  • Corresponding contact to company
    • Full Name
    • Title
    • Email
    • Direct Number
    • Mobile Number
  • Branch Address and Name (if applicable)
2) If you are adding a contact to an existing company
  • Provid Company (verify to ensure it exists in Prolog)
  • Verify Address
    • If contact is at other address, note this and provide new address
  • Provide the following information for contact
    • Phone Number(s)
      • Direct Line
      • Cell Phone
      • Fax
    • Title
    • Email
Remember, all new companies and contacts are being put in to Prolog in a standardized format. In order to auto-fill boxes, type the first 3 letters of the individuals first name then the first three of their last names (no spaces). For companies, first three of first word, second three of first word (no spaces).

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