Contact
Code
Enter a contact code, or click the Lookup button
to list all contact codes.
Name
Type the contact name.
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 (On the Fly) window appears; some nonessential fields
are omitted to speed data entry. Access ZIP
Code Maintenance at a later time to complete the remaining entries
for a new ZIP Code.
City
Type the name of the city.
State
Type the state abbreviation.
Country
Enter the country code, or click the Lookup
button to list all country codes.
A new country code can be added on the fly.
The Country
Code Maintenance (On the Fly) window appears; some nonessential fields
are omitted to speed data entry. Access Country
Code Maintenance at a later time to complete the remaining entries
for a new country code.
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.
Relate
to Sage CRM
Select this check box to create a relationship
between the selected customer contact and a Sage CRM company contact.
Clear this check box to delete a relationship between this contact and
the Sage CRM contact displayed in the Sage CRM Contact field. Deleting
a relationship does not delete the customer contact or company contact
records.
This check box is selected automatically if
the Automatically Create Sage CRM Records When Adding Additional Contacts
check box is selected in CRM
Company Options.
This check box is available only if the customer
for the selected contact has a relationship with a Sage CRM company.
Sage
CRM Contact
Enter the Sage CRM company contact to relate
to the selected customer contact, or click the Lookup button to list all
Sage CRM contacts without relationships. The Lookup window displays only
contacts for the company related to the selected customer. Click the Suggest
Relationship button to view suggested matches in the Suggested
Relationships for Persons window.
Click the Next Sage CRM Person button to create
a new Sage CRM company contact and automatically relate it to the selected
customer contact. After the Next Sage CRM Person button is clicked, this
field displays *ASSIGN to indicate that the Sage CRM contact name will
be assigned when the customer contact information is saved. If the Primary
check box is selected, and the Automatically Create Sage CRM Records When
Adding New Customers and Primary Contact check box is selected in CRM
Company Options, this field displays *ASSIGN by default. This field
also displays *ASSIGN if the Primary check box is cleared and the Automatically
Create Sage CRM Records When Adding Additional Contacts check box is selected
in CRM Company Options.
This field is available only if the Relate
to Sage CRM check box is selected and no relationship exists for the contact.
If a relationship exists for the contact, this field displays the name
of the Sage CRM company contact person related to the contact and can
only be viewed.
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.
Customer Contact Maintenance
