Contacts

Descriptions of the fields and buttons on the Contacts screen of the Customer Maintenance tab are provided in the following table.

Note: To access the Contacts screen, you must have the proper security privileges. The Customer Maintenance job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.

Field or button	Description
Prefix	Select the title (such as Mr. or Mrs.) that you will use when corresponding with this customer.
First Name	Enter the first name of the customer.
Middle Name	Enter the middle name of the customer.
Last Name	Enter the last name of the customer.
Title	Enter the job title of the customer.
Telephone	This is the phone number of your primary contact.
Ext	If your primary contact has an extension, enter that information here.
Fax	This is the customer's fax number.
Email	This is the email address for your primary contact.
Allow 3rd Party Contact	If your customer allows you to share their information with your third party contacts, check the box for the corresponding communication that will be used to contact your customers.
Contact Type	Select the appropriate type of contact.
Billing Code	This field enables you to associate a particular billing code with this contact. The code is used for monthly billing reports.
Delete	Click this button to remove the selected contact from your database.
Accept	Click this button to save any changes that you have made.
Cancel	Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information.