Customer Contact Maintenance (On the Fly)

Contact Code

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

 

Name

Enter the contact name.

 

Copy From

Enter the contact code to copy information from, or click the Lookup button to list all contact codes.

 

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 telephone 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

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

Enter any applicable notes.

 

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. 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.