Maintaining Customer Contacts

From FloristWiki

At some point, you may want to add the names of additional people (contacts) that may charge to a customer’s house account. For example, you may want to add employee names if this customer is a business, or add family members’ names if this customer is an individual.

NOTE: Names that you type into the Ordered By field in Order Entry Point of Sale are automatically added to this list.

To add additional contacts to a customer account:

1. For a new customer, click New Customer in the Main Menu. Once you enter information into the General tab, click the Contacts tab.
   For an established customer, on the FTD Mercury Main Menu, in the Search area, click Customer and perform a Customer Search to open the Customer Detail Information window already set up for this customer. Then, click the Contacts tab.
2. To add a new contact, click Add, then click in the text cell and type a new contact record manually.
3. Click Save.
4. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.
5. Click Escape to close the window.

The Contacts tab of the Customer Detail Information window acts as a notepad; although the system does not add these names to your customer database, your employees can check this area if someone is attempting to charge to a house account that is not under this person’s name.

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