Step by Step: 

Add multiple email and phone contacts for a customer. One number and one email will be marked as the default. The default phone number will appear on the Customer Profile and will always print on orders.

Add a new phone

Step 1: Open the Contact Info tab on the Customer screen (Customer > Select a customer).

Step 2: Select Options > Add in the Phone section. The New Phone Number screen appears.

Step 3: Enter the type of phone number from the pull down menu.  Options are Home, Business, Fax, Cell, Pager and Other.

Step 4: Enter the telephone number and extension.

Step 5: Comment - Enter any details about the number.

Step 6: Make this the Default Phone Number - Check this box if this is the primary phone number.

Step 7: Click OK when complete.

Add a new email

Step 1: Open the Contact Info tab on the Customer screen (Customer > Select a customer).

Step 2: Select Options > Add in the Email section. The New Email Address screen appears.

Step 3: Enter the email address.

Step 4: Make this the Default Email Address -  Check this box if this is the primary email address.

Step 5: Click OK when complete.

Add a new address

Step 1: Open the Contact Info tab on the Customer screen (Customer > Select a customer).

Step 2: Select Options > Add in the Address section. The Customer Location screen appears.

Step 3: Location Name - Input the name of the location. For example, home.

Step 4: Input the address.

 - Company: Input the name of the company.

 - Contact: Input the name associated with the address. For example, Jane Doe.

 - Address, City, State, Post Code, Country: Input the address information.

 - Change Customer Profile Name: Change these fields to update the customer name.

Step 5: Complete the Site Details tab.

Step 6: Route, Quadrant - Select an option to override the selection based on the post code of the customer account. When this location is selected as the service location or ship to location or an  order, the application will use the selected route and quadrant for service scheduling.

Step 7: Click OK when complete.


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