Customer Detail Information Window - Contacts Tab

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Revision as of 16:38, 14 February 2011

Contents 1 Adding New Customer Contacts 2 Editing Existing Customer Contacts 3 Removing Existing Customer Contacts 4 Removing Recipients for a Customer

The Contacts tab in the Customer Detail Information window allows you to add names of other people with permission to charge to this account. For example, you may want to store employee or department names in this tab if the customer is a business, or family member names if the customer is an individual. You can also remove recipients for this customer. When you remove a recipient, it no longer is displayed as an option in Order Entry or Point of Sale in the Customer list.

When you are finished making changes to this tab (after adding, editing, or removing customer contacts), click Save to save your changes.

Adding New Customer Contacts

To add a new contact:

1. In the contacts area (at the top), click Add.
2. Click in a cell in the new row and start typing. You can enter the contact's name, job title, and phone number. You can only select an email address if one or more has already been associated with the customer account. If you need to add a new email address, you must do it from the General tab.
3. Click Save to save your changes before closing this window.
4. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

Editing Existing Customer Contacts

To edit an existing customer contact:

1. In the contacts area (at the top), click in the column for the contact you want to edit.
2. Retype the information for that column.
3. If necessary, select from any available email address associated with the customer account. If you need to add a new email address, you must do it from the General tab.
4. Click Save to save your changes before closing this window.
5. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

Removing Existing Customer Contacts

To remove an existing customer contact:

1. In the contacts area (at the top), select the contact.
2. Click Remove.
3. Click Save to save your changes before closing this window.
4. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

Removing Recipients for a Customer

To remove a recipient for a customer:

1. In the recipients area (at the bottom), select the recipient you want to remove.
2. Click Remove.
3. Click Save to save your changes before closing this window.
4. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.