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. 

 

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