Customer contacts

1. At the EMMS main menu, click 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.

   Emailis the contact's full email address.

   Faxis the fax number, including area code, for the contact. This is required for electronic faxing.

   Nameis the name of the contact person.

   Phoneis the telephone number, including area code, for the contact.

   Prefis the contact's preferred method of contact. You can right-click in the field and select Prompt to select the method from a list. Possible values are:
        - A - email attachment
        - C - corporate print
        - E - email
        - H - email hold
        - P - print
        - T - telephone

   Typeidentifies the type 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 - PM letters; this can be used multiple times 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 - SWD (shop work desk)
        - MLS - MLS (miles)
        - P - PM (preventive maintenance)

5. Click Enter to save the contacts.
6. Click Exit to return to the Edit Customer change screen.

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