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DrillDown Icon Table of Contents Back
 . . . . . . . . . . . . .
DrillDown Icon Sales
DrillDown Icon Sales Management
DrillDown Icon RMA Management
DrillDown Icon Sales Price List Information
DrillDown Icon Customer Information (CI)
DrillDown Icon Customer Information
DrillDown Icon Contact Information
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon Fields & Definitions
DrillDown Icon How To ....
DrillDown Icon Find a Customer Contact
DrillDown Icon Add a Customer Contact
DrillDown Icon Edit a Customer Contact
DrillDown Icon Reports
DrillDown Icon FAQ
DrillDown Icon Sales Representitive Information (SR)
DrillDown Icon Inventory Management
DrillDown Icon Material Planning
DrillDown Icon Production
DrillDown Icon Quality/Engineering
DrillDown Icon Administration
DrillDown Icon Accounting
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Edit a Customer Contact

Enter the SQLMANEX.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, enter Sales/Customer Information/Contacts Information

 

The following screen will be displayed:

Depress the Find action button. The following selection screen will be displayed.  To find an existing Customer Contact select one of the following radio buttons:  Last Name, First Name, or Customer and select to display Active, Inactive or All records then enter information in the Red box.

The user may exit the selection screen without a selection by selecting the X button.

 

 

Or user can find an existing Customer Contact by using the Lookup screen:
 

Once you have made your choice, the information will be displayed as follows:

Depress the Edit action button.  Enter password.

All fields available for editing will be enabled for modification. 

At the conclusion of the modifications process, the user must Save changes, or Abandon changes using the action buttons. 

 Depress the Exit action button to return to the previous screen.

Article ID: 4140