Contacts are generally used to identify specific relationships with the default customer. This might be family members or members within a department (school teachers from a specific school).
Select one of the titles below for more information about:
Creating a Contact
Contacts are initially assigned the default customer's default address. You can add an additional address and set it as the contact's default.
To create a contact:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Search for and select the customer you want to create a contact for.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
3.Click the Advanced tab, if necessary.
4.Click 'Add Contact'.
New Contact 1 appears in the 'Contact ID' dropdown, and the fields are reset. When the contact is saved, New Contact 1 will be updated with the 'First Name' and 'Last Name'.
5.Enter the contact's information.
6.Click 'Apply'.
A window confirms that the customer was updated.
7.Click 'OK'.
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Setting a Customer's Default Contact
The default contact is the one that appears on the Customer|Basic page, and is associated to orders by default.
To set a default contact:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Search for and select the customer you want to set a new default contact for.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
3.Select the Advanced tab, if necessary.
4.Select the contact that you want to set as the default from the 'Contact ID' dropdown.
5.Select the 'Default Contact' radio button.
6.Click 'Apply'.
A window confirms that the customer was updated.
7.Click 'OK'.
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You can set the default address for any of the customer's contacts.
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Hint
If you are adding a new address, it will appear as New Address in the 'Contact Address' dropdown until you save your changes.
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To set a contact’s default address:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Search for and select the customer you want to modify.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
3.Select the Advanced tab, if necessary.
4.Select the contact from the 'Contact ID' dropdown.
5.Select the address that you want to set as the default from the 'Contact Address' dropdown.
6.Click 'Apply'.
A window confirms that the customer was updated.
7.Click 'OK'.
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You can delete a contact if:
•The contact is not associated on an order.
•The contact is not the default contact.
Set a different default contact first.
•The contact is not the only contact associated with the customer.
If it is the only contact, add a new contact and set it as the default.
To delete a contact:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Search for and select the customer with the contact you want to delete.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
3.Select the Advanced tab, if necessary.
4.Select the contact from the 'Contact ID' dropdown.
5.Select the  check box
6.Click 'Apply'.
A window confirms that the customer was updated.
7.Click 'OK'. |
