Contacts

View and create contact information for customers. The customer contacts tab provides a central location to store and manage contact information related to customers. This includes name, phone number, and other information. Up to date information makes it easier to access and update.

The default page view is List view, which displays all information in a spreadsheet-like format. Card view displays the same items as blocks. You can switch between views on desktop platforms by clicking either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

In List view, resize and reorder the columns, and sort them in either ascending or descending order.

Access the Contacts section from within various tabs.

The Contact list view includes the following columns:

• Name: First and last name.

• Phone: Assigned phone number.

• Pager: Assigned pager number.

• Primary contact: If True, then this individual is the main point of contact for the associated customer. When creating or updating a contact, mark a contact as primary by selecting Primary Contact.

Create contact

When creating a contact, assign them to a particular segment. This helps in organizing and managing contacts based on specific departments they're associated with. It ensures the contact information is relevant to the appropriate segment within the organization.

1. Go to Customers > Contacts tab.

2. In the Contacts section, click Create.

3. In the Create contact window, enter or select the following:

   • Name: First and last name.

   • Segment: Segment that represents the reporting structure within the system.

   • Title: Refers to the role or job title such as manager, director, technical support, and so on.

   • Email: Including an email address enables efficient communication and ensures important information is delivered directly to the contact

   • Phone: Including a phone number provides an alternative method of communication, which can be useful for urgent matters.

   • Fax: While faxes are not commonly used, they can still be important for certain types of communication, especially in industries where faxing documents is a standard practice.

   • Pager: Providing a pager number ensures the contact can be reached quickly in situations where other forms of communication might not be as effective.

   • Primary contact: Designated individual who serves as the main point of contact for a specific customer.

4. Do one of the following:

   • Click Create to save.

   • Click Create another to save and then clear the values to create another record.

   The system creates the record.

Update contact

Update the customer’s contact to ensure accurate and timely communication.

1. Go to Customers > Contacts tab.

2. In the Contacts section select Update from the Actions menu on the left of a row.

3. Click Update.

   The system updates the contact.

Delete contact

Delete a contact from a customer record to maintain accurate and up-to-date information about the people you communicate with at that customer or vendor.

1. In the Contacts section, select Delete from the Actions menu on the left of a row.

2. In the confirmation message, click Delete.

   The system deletes the contact.