Customer Contact Maintenance

Contact Code

Enter a contact code, 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.

 

Name

Enter the contact name.

 

Salutation

Enter a salutation.

 

Title

Enter a title.

 

Country

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

A country code is needed to ensure that the correct city and state or province are entered based on the ZIP or postal code.

The default country code entered on the Preferences tab in Company Maintenance is entered in this field by default, but you can change it.

If you enter a country code that's not on file, a message asks if it's a new one. Click Yes to open the Country Code Maintenance (On the Fly) window to add the country code.

 

Address

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

 

Zip/Postal Code

Enter the ZIP or postal code.

If you enter a ZIP or postal code that's not on file, a message asks if it's a new one. Click Yes to open the ZIP/Postal Code Maintenance window and add a new code.

 

City

Enter the name of the city.

 

State/Province

Enter the state or province abbreviation.

 

Telephone

Enter the contact’s telephone number(s). Select the type of phone number in the field to the right.

For countries other than Canada and the United States, the telephone country code is automatically added to the beginning of the phone number based on the country code.

 

Ext

Enter the contact’s extension number(s).

 

Primary

Select the Primary check box for the contact's primary telephone number.

 

Fax

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

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

For countries other than Canada and the United States, the telephone country code is automatically added to the beginning of the fax number based on the country code.

 

E-mail Address

Enter the contact's e-mail address. Click the E-mail button compose an e-mail in your default e-mail application.

 

Notes

Enter 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.

 

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

Enter 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

Enter 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.