Customer Contacts Tab

Customer Contacts

A contact is a person that is located at a Customer Address. As such, the record for the contact is located within the address record.

Locations are limited to four contacts. Each contact is located on its own tab, and the name of the tab is the name of the contact as typed in the Contact Name field.

To see a contact's information, open the Address record and click the tab with the name of the contact you want to view.

To add a new contact to an address, open an existing Contact tab and click New.
Note that you can also add a new contact to an address by clicking New Contact from the General tab of the customer record.

Caution!

Caution:
You can delete a contact by clicking on the appropriate tab and clicking Delete.
You will not be prompted to confirm you want to delete the contact, so be sure you want to erase the contact before clicking Delete.

To define or edit a contact's information:

Type the customer's name into the Contact Name field. When you exit this field, the tab will automatically change to reflect this name.
Type the customer's e-mail address into the E-mail field.
Type the customer's title into the Title field.
Define the customer's phone numbers. See the Defining a Phone Number section for more.

Note!

Note:
When the address is saved, all contacts' phone numbers and e-mail addresses will appear on the General tab of the Customer record. You can edit them from the General tab or from the name tab of the Address Information dialog box.

If you are using Customer Web Access, select the Web Access check box to let this contact login to the customer web site. For more details, see the Customer Web Access sections.