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 |
Select the title (such as Mr. or Mrs.) that you will use when corresponding with this customer. |
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Enter the first name of the customer. |
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Enter the middle name of the customer. |
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Enter the last name of the customer. |
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Enter the job title of the customer. |
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This is the phone number of your primary contact. |
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If your primary contact has an extension, enter that information here. |
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This is the customer's fax number. |
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This is the email address for your primary contact. |
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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. |
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Select the appropriate type of contact. |
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This field enables you to associate a particular billing code with this contact. The code is used for monthly billing reports. |
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Click this button to remove the selected contact from your database. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |