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.

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:

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

Location:

Billing & Accounts Receivable > Customers > Customer Contacts

Video:

Browser not supported