Customer Contact Maintenance (On the Fly)

Customer Contact Maintenance (On the Fly) - Fields

Contact Code

Enter a contact code, or click the Lookup button to list all contact codes.

Name

Type the contact name.

Copy From

Enter the contact code to copy information from, or click the Lookup button to list all contact codes.

Primary

The Primary check box can only be viewed. The check box appears selected if the contact is the primary contact for the customer in Customer Maintenance.

Address

Type the contact’s address. Click the Map button to view a map of the location in your Web browser.

ZIP Code

Type the ZIP Code. A new ZIP Code can be added on the fly. The ZIP Code Maintenance window appears, allowing you to enter the city, state, and country information.

City

Type the name of the city.

State

Type the state abbreviation.

Country

Enter the country code. Click the Lookup button to list all country codes.

A new country code can be added on the fly. The Country Code Maintenance window appears, allowing you to enter the name of the country you are adding.

E-mail

Enter the e-mail address. Click the E-mail button to launch your Internet e-mail application. The e-mail address entered defaults to the "To" section of the e-mail.

Notes

Type any applicable notes.

Salutation

Type a salutation.

Title

Type a title.

Telephone

Type the contact’s telephone number(s).

Ext

Type the contact’s extension number(s).

Fax

Type the contact’s fax number starting with the area code.

Note The fax number must include the area code to process a fax.

IT User ID

Enter the user ID to access the Internet, or click the Lookup button to list all user IDs. This ID must be unique system wide.

Customer contacts can also be maintained in User ID Maintenance.

Note User ID information set up in Customer Contact Maintenance is updated to both the Accounts Receivable Customer Contact file and the eBusiness Manager User ID file.

Note This field is available only for records that have Customer selected in the Type field in Internet Customer.

Note This field is not available for Sage 100 Premium.

Password

Type the user's password for accessing the Internet. The password must be a minimum of 6 characters. This is a required entry. The password is case sensitive. This field is available only if an entry is made in the IT User ID field.

Confirm

Type the password again to confirm your entry in the Password field. This field is available only if an entry is made in the IT User ID field.

Supervisor

Select this check box to assign supervisor rights to the user. Supervisors can add and modify user records for their customer number through the Internet. Supervisors can also submit customer changes and requests for new or modified ship-to addresses. Clear the check box if this user should not have supervisor rights. This field is available only if an entry is made in the IT User ID field.

Allow Submission of Sales Orders

Select this check box to allow the user to submit shopping cart entries used to create sales orders. Clear the check box if the user is not allowed to submit sales orders. This field is available only if an entry is made in the IT User ID field.

Suspend Access

Select this check box to suspend access to the Internet for the user. Clear this check box to allow the user access to the Internet. This field is available only if an entry is made in the IT User ID field.