Customer Contact Maintenance Home | FAQs & Troubleshooting

 

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 Name Primary Address ZIP Code City State Country E-mail Notes Relate to Sage CRM Sage CRM Contact

Salutation Title Telephone Ext Fax IT User ID Password Confirm Supervisor Allow Submission of Sales Orders Suspend Access