Overview:
The Customer Contacts window allows authorized users to add new or maintain existing contacts at the customer level and customer location level. The “Can maintain contact information in the customer contact” module security Action determines whether you can add or update both customer-level and location-level contacts, or just location-level contacts.
- If this Action is set to Y, you can add/update customer level and customer location level contacts.
- If this Action is set to N, you can only add/update customer location level contacts.
For more information on this Action, see the Module Security tab’s Customer information in System Management’s Define Users Window Description or the Security Groups Window Description.
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.)
Roles:
- Accounts Receivable Manager
Location:
- Billing & Accounts Receivable > Customers > Customer Contacts
Video: