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1
Contacts, Vendors & Companies Features in Detail
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Visitors encounter the Contact Records feature upon initial signup, login and record update.  Often initial sign-up or login is triggered when a visitor uses a peripheral feature of the site such as making a purchase, joining a discussion, searching the document or resource library, submitting a support request, etc. Contact records can be created by a visitor from the Home page, provided the signup feature is activated. Contact records can also be created, updated and deleted by a permitted Administrative visitor by accessing the Contacts, Member or Vendor feature of the Administration Menu or by importing a batch from a list.

 

4.1.1 Signup and login

4.1.2 Contact Record Update



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