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.

 

Related Topics

Sample screen shot

Working with the Customer Maintenance tab