Customer Contact

A Customer Contact is someone you may speak with on occasion other than your Customer who works at the same company.  You'll want to give this person a Contact ID number so can you easily find them if you need to contact them directly.  The Customer Contact also has a detailed information like the main customer to be able to contact them easily .

After you enter a new Contact ID then you must select a Site location the contact person is located at.  You can select Customer Sites from the Site combo box and if you need to add more it must be done in the Customer Site form.  Fill in any other data like name, address and any notes you want for this contact.

You can enter also the Title, Department, Type and Source for your Contact.  All of these combo box fields have a Ellipse button next to them to let you add, delete or edit information in those combo boxes.

The Title combo box field will display all available titles that can be assigned to the selected customer contact.  Click the ellipse button next to this field to open the customer contact title form where you can add, delete or edit titles.

The Department combo box field will display all available departments that can be assigned to the selected customer contact.  Click the ellipse button next to this field to open the customer departments form where you can add, delete or edit departments.

The Type combo box field will display all available types that can be assigned to the selected customer contact.  Click the ellipse button next to this field to open the customer contact type form where you can add, delete or edit types.

The Source combo box field will display all available sources that can be assigned to the selected customer contact.  Click the ellipse button next to this field to open the customer contact source form where you can add, delete or edit sources.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will clear the form to allow a new note to be added

The Save button will save the changes made in the form

The Delete button will delete the selected customer contact record.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Copy Customer button allows you to copy the general information for your Contact to reflect the Customers information.  By using this button, you will save time and not need to manually reenter the information.

The Copy Site Location button allows you to copy the selected Site information for your Contact.  This would be used if the information was the same as enter previously.

The Close button will close the Customer Contact.

Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.