Processing Contacts

This form is opened from the Action button on the Sales - Processing form.

Use the Contacts command to maintain additional customer contacts for the currently selected customer record. Contacts already identified in the A/C Contact and Order Contact boxes on the General tab of the Customer form are displayed. You can add additional information about these contacts as well as creating additional records for other contacts within the customer's organization. If you want to assign attributes to the contact records, you need to create the attribute codes and descriptions using the Contacts command on the Maintenance menu. A contact can be classified as the account contact, order contact or other. You can only have one account and one order contact per customer, but you can have as many 'other' contacts as you wish. If you want to change which contact is used for the account or order contact, you must first reclassify the existing account or order contact to 'other'. You can then choose a different contact.

You can send an e-mail to the contact currently selected in the grid by clicking the Send E-mail toolbar button. If the E-Mail box on the Customer Contacts form contains and e-mail address and the corresponding Allow option is selected, the 'To' field in your e-mail messaging software will be populated with the contact's e-mail address. If no e-mail address is entered or the Allow option is cleared for the currently selected contact, the 'To' field is left blank in your e-mail software and you will have to enter one manually.

Contact Entries

Box	Description
Salutation	The way in which you want to address this person. For example, a contact whose name is Andrew Harrison might be addressed as Mr Harrison or Andy Harrison.
Title	The contact's title, such as Mr., Mrs., and so on.
Forename	The contact's forename.
Surname	The contact's surname.
Birth Date	The contact's date of birth.
Phone	The contact's telephone number. If you also select the Allow option alongside, this indicates that this method of contact is permissible.
Fax	The contact's fax number. If you also select the Allow option alongside, this indicates that this method of contact is permissible.
Mobile	The contact's mobile telephone number. If you also select the Allow option alongside, this indicates that this method of contact is permissible.
E-mail	The contact's e-mail address. If you also select the Allow option alongside, this indicates that this method of contact is permissible.
A/C Contact, Order Contact, Other	Options that determine the classification of the contact. Each record can have only one account and one order contact record specified. You can have as many 'other' contacts as you wish.
Attributes	Codes that determine the contact attributes. You can select from a list.