Customer Contact Management Overview

Use the Contacts tab of Customer Maintenance to manage contacts for your customer accounts. You can specify information about the contacts such as their phone numbers (cell, FAX, and pager), email address and whether they receive email statements or POS transactions, Title, and any comments about the account. Additionally, you can indicate whether that contact person displays in the Authorized to Charge window in POS, which means they are authorized to charge on the in-store account.

Note the following requirements before you begin using Customer Contact Management:

• Epicor Licensing must activate option 3509 "Allow access to customer contact fields in Customer Maintenance."
• Security bit 733 allows users to add/change/delete customer contacts.

If you formerly used Eagle for Windows, and now use Eagle N Series, the following explains how the system handles the change to Customer Contact Management.

• If you email customers their POS transactions and/or A/R statements, Release 24 consolidates all emails for customers into the Contacts tab of Customer Maintenance. This means that the email address(s) in Note Type 10 (statement emails) and Note Type 11 (invoice emails) have been consolidated into the Contact tab of Customer Maintenance, simplifying how you manage your customer's email address(es). If you have been using Compass, RQ, or ODBC to list emails from both Contacts and Note Types 10 and 11, this will still work, or you can change these processes to retrieve customer emails from only the Contacts file.
• When you begin using N Series, you no longer use the Notes tab to add an email address for POS invoices or A/R statements. Instead you add the contact on the Contacts tab, with the email address, and set the new Statement and/or Invoice fields appropriately.
• Note Types 10 and 11 still exist but are display-only, and the system automatically keeps them in sync with the Contact tab as you make additions, changes, and deletions. If you email statements or invoices, the system continues to use the emails entered in Note Type 10 and 11. but you now always use the Contacts tab to manage your customer contacts.
• When you switch to Eagle N Series, the system copies all of the emails in Note types 10 and 11 into the Contacts tab. The system updates an existing contact if there is a contact that already has the note type 10 or 11 email address, and updates the Statements and/or Invoices field accordingly. If there is no existing contact for an account whose email address in Contacts matches the note type 10/11’s email address,  the system adds a new contact, setting the name to STATEMENTS or INVOICES.