Overview:
The Customer Contacts window provides the ability to review, update, or add, new customer contacts. This window allows to you track contact names, email addresses, phone numbers, titles, preferred communication methods, etc. Customer contacts can be referenced elsewhere in the system, for example, you can track the caller of a service request, the customer project manager for a job, the customer's main AP contact for making collection calls, etc.. Customer Contacts can be added, reviewed, and/or updated in either the Customer Information window, or the Customer Contacts window. By granting a user access to the Customer Contacts window, without access to the Customer Information window, this provides an option for granting a user access to add/update contacts, without providing them with access to add/update customers.
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- If this Action is set to N, you can only add/update customer location level contacts.
Benefits:
- Allows you to default the correct contact type depending on which area of PENTA you are in (Work Order, Service Quote, Maintenance Contracts, etc.)Track key customer contacts for reference in the system
- One query away from pulling a list of all customer contacts so you always know who and how to reach your customers
- Certain PENTA products can send emails to customers, tracking customer contacts is a prerequisite so PENTA can find the appropriate email address
Roles:
- Accounts Receivable Manager
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