Customer Contact Roles

Overview

Updated 07/08/2021

The Customer Contact Roles section displays all contacts connected to a specific customer. Each contact and their role is listed in sort order in the upper grid, so it is easy to see how each contact relates to a specific customer. Information for each contact (i.e. their related customer or agency, department, role, if they are active within the company, etc.) can be found here. You can add a new contact role or update existing ones by viewing the contact and navigating to the Contact Detail screen.

This tab also displays a list of the employees who are on assignment for this customer, along with information specific to that assignment.

The customer tree, located in the upper right pane, provides a visual display of the relationships within the company. The address(es) of the customer and the employees who are marked DNA (Do Not Assign) are listed below. 

 

 

Add a New Contact

1. From the Main Menu, navigate to Customer > Contact Roles
   
   
2. Click the New Contact button in the upper-left corner of the panel. The "New Contact" window will display.
   
   
   
   
3. In the "Contact Info" group, populate the fields according to these definitions:  
   
   

   Field	Description
   Salutation	Preferred greeting salutation for the contact.
   First Name	The contact's first name.
   Middle Name	The contact's middle name.
   Last Name	The contact's last name.
   Title	The contact's occupation title.
   Status	The contact's current status (active, inactive, etc.) from the drop-down menu.

4. In the "Customer/Agency Info" group, populate the fields according to these definitions:
   
   

   Field	Description
   Customer or Agency	Choose a button depending on the customer being assigned to a customer or an agency.
   Customer/Agency Name	The customer or agency's name.
   Department Name	The specific department to which the customer belongs.
   Branch	The specific branch to which the customer belongs.
   Contact Role(s)	Select from option populated from role entered for the selected customer.

5. In the "Contact Method" group, populate the fields according to these definitions:
   
   

   Field	Description
   Method Drop-Down	The method of contact for this contact.
   Contact Method Value	The specific address or phone number for this contact method.
   Contact Method Table	Displays the saved contact method for this contact.

6. In the "Address" group, populate the fields according to these definitions:
   
   

   Field	Description
   Country	The country where the contact resides.
   Street 1	The contact's street address.
   Street 2	The contact's street address.
   City	The city where the contact resides.
   State	The state where the contact resides.
   Zip Code	The contact's residential zip code.

7. Click Finish to save the contact. The information will appear in the grid.

Delete a Contact Role

1. From the Main Menu, navigate to Customer > Contact Roles
   
   
2. Select a contact name from the grid. Once the contact name has been selected, it will be highlighted.
   
   
3. Right-click in the highlighted area.
   
   
4. Select either Delete Contact Role(s) or Unlink contact and Delete Contact Role(s) to remove the contact role from the page. This will also remove the contact role from the Contact's contact role page as long as no other orders or departments are using that same contact.
   
   

Back to Top