Maintaining Customer Contacts

From the Customer Maintenance window's Contacts tab, you can maintain (add, change, delete) Customer Contacts.

Add Customer Contact

1. Display the Customer Maintenance window.
2. Display the account to which you want to add a contact.
3. Click the Contacts tab, and click Add.

3. In the Add Customer Contact dialog, fill in the fields, and then click OK.

Show in POS?In this field, indicate whether this particular contact can charge to the account.

Primary ContactThe contact you indicate as Primary (Y) will be the first to display when the system shows the customer account's contacts.  

Opt OutUse this field to indicate Y for customers who do not want to be contacted. Later you can use this field for filtering contacts when creating an email or call list.

StatementsThis field determines if a contact receives email statements for the account.

Note: If the account’s "E-mail Statement" field (on the Misc tab of Customer Maintenance) is set to X or Y, and you want a particular contact to also be emailed the A/R statements, enter the contact's email address and set the Statements field for that contact to Y.  

Invoices

4. To add another contact to the same account,  fill in the fields, and click OK.
5. To add a contact to another account, click Cancel to close the Add Customer Contact dialog, display the appropriate account, click Add, fill in the fields, and click OK.
6. To close the Add Customer Contact dialog click Cancel.

Change Customer Contact

1. Display the Customer Maintenance window, and display the account for which you want to change a contact.
2. Click the Contacts tab, click the contact you want to change, and click Change.
3. In the Change Customer Contact dialog, change the desired field(s), and click OK.
4. To change another contact for the same account, click the contact you want to change, click Change, change the desired fields, and click OK. To change a contact for another account, display the account,click the contact you want to change, click Change, change the desired fields, and click OK.

Delete Customer Contact

1. Display the Customer Maintenance window, and display the account for which you want to delete a contact.
2. Click the Contacts tab, click the contact you want to delete, and click Delete.
3. When asked to confirm the deletion, click Yes. The message, "Contact Deleted," displays at the bottom of the screen.