Customer contacts

Each customer can have multiple contacts set up in the system.

1. At the Asset Management main menu, click on the Customer button. The Work With Customers display screen appears.
2. Right-click on the customer and select Edit Customer. The Edit Customer change screen appears.
3. Click Contacts . The Customer Contacts add screen appears.
4. Fill in the fields as required.

   Contact Typeis the kind of contact this is, e.g. accounting clerk, president, etc. You can right-click in the field and select Prompt to select the contact type from a list.
        The following contact types are used with Premium Forms:
        - AP - electronic payment remittance
        - BOS - bill of sale
        - BRC - billing reading collection report
        - BRR - billing reading input report
        - CPI - CPI letter
        - DDN - direct debit notification
        - FIN - finance charge invoice
        - ICB - consolidated billing
        - IFM - fuel tax missing distance
        - MTD - missing trip distance
        - PMA - PM advisory notices
        - PMC - this must be set up if you plan to use the Premium Forms form for PM letters, with the preferred contact methods for email, print, and corporate print (this will use the corporate print information from the Premiun Form business parameter). You can have more than one of these types defined for a customer.
        - RAG - rental agreement
        - STM - customer statements
        - WOR - work orders
        - WOE - work order estimates
   The following contact types are used with electronic faxing:
        - INS - insurance;
        - I - invoices (all);
        - INR - invoices (contract);
        - IND - invoices (disposal);
        - IF - invoices - fuel (all);
        - IFB - invoices - fuel bill;
        - IFH - invoices - fuel HVUT;
        - IFP - invoices - fuel permit;
        - IFT - invoices - fuel tax;
        - INM - invoices - manual charge;
        - INV - invoices - shop;
        - ISW - invoices - Shop Work Desk;
        - MLS - miles;
        - PM - preventive maintenance.

   Nameis the contact person's full name.

   Preferred Contact Methodis the preferred contact method for this person. You can right-click in the field and select Prompt to select the contact method from a list. Possible values are: E - email; F - fax (required for electronic faxing); T - telephone.

   Phoneis the contact's telephone number, up to 22 characters.

   Faxis the contact's fax number, up to 22 characters.

   Emailis the contact's full email address.

5. Click Enter to save the contacts.

Back to Customer Master