Customer Contact Maintenance

 

Window Details

 

How Do I...

Navigation

 

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

Primary

Name

Salutation

Title

Country

Address

ZIP/Postal Code

City

State/Province

Telephone

Ext

Primary

Fax

E-mail Address

Notes

Relate to Sage CRM

Sage CRM Contact

IT User ID

Password

Confirm

Supervisor

Allow Submission of Sales Orders

Suspend Access