Overview:
The Customer Contacts window provides the ability to review, update, or add, new customer contacts. 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.
Further, there is a module security setting that authorizes users to add customer level contacts vs location level contacts. The “Can maintain contact information in the customer contact” module security setting determines whether the user 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.
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: