Customer Contact Maintenance

Window Details		How Do I...
	Navigation		Create a Relationship between a Customer and a Sage CRM Company
	Overview		Delete a Relationship between a Customer and a Sage CRM Company
	Fields

Related Topics
	Customer Maintenance	Suggested Relationships for Persons
	Customer Contact Listing	Internet Customer

Navigation

Select Accounts Receivable Main menu > Customer Maintenance. In Customer Maintenance, enter the customer number and select Contacts at the drop-down button.

Overview

Use Customer Contact Maintenance to create and maintain multiple contacts for customer and ship-to addresses.

If you are using the eBusiness Manager module, contacts apply only to .order customers because you can assign more than one user ID to the customer number for a .order customer. Only one user ID can be assigned to a customer number for a .store customer.

If the Customer Relationship Management module is set up and the customer for the selected contact has a relationship with a Sage CRM company, you can create and maintain a relationship between the customer contact and a Sage CRM company contact.

Note If you delete a contact that is related to a Sage CRM contact, the relationship with the Sage CRM contact is deleted, but the Sage CRM contact record itself is not deleted from the Sage CRM system.

Fields

Contact Code	Salutation
Name	Title
Primary	Telephone
Address	Ext
ZIP Code	Fax
City	IT User ID
State	Password
Country	Confirm
E-mail	Supervisor
Notes	Allow Submission of Sales Orders
Relate to Sage CRM	Suspend Access
Sage CRM Contact