The Customer Details page contains a Contact List. This list contains the name, title, and phone number of the person or persons at this company to contact with questions, authorization, or in emergencies. You can add, delete, or update the contact person information.
To create/add a customer contact,
1. From the Planner page, click the (Rolodex) Customer command.
The Customer Rolodex page opens.
2. Type some information into the Customer Name or Customer Acct # fields and click the Search button.
A list of customers matching your search opens.
3. Click the Cust # link from the list.
The Customer Details page opens.
4. Click the Add Contact button.
The Add Contact page opens.
5. In the Name field, type the contact’s name.
6. In the Title field, type the contact’s title.
7. In the Phone field, type the contact’s telephone number.
8. Click the Save button.
The contact’s name, title, and telephone number appears in the Contact List area of the Customer Details page.
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Updated December 16, 2004