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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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Find 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:
 


There are two ways to Find Existing Customer Contacts:

1.   By using the Find button located in the tool bar at the top of the screen.  The following screen will appear:  Select the desired Filter: by selecting the appropriate radio button - Active, InActive, or All.

Select the desired
Find: by selecting the appropriate radio button -  Last Name, First Name, or Customer. 

Enter the information into the red box, depress the Enter key and the information will populate the screen. 
  




2.    Depress the Lookup tab.  This screen allows the user to locate a customer contact alphabetically.  Double click on the customer contact name will bring the associated data into all screens without having to use the FIND action button. This screen will list all of the customer contacts entered beginning with the Last Name, First Name, Company, Title and Contact Phone number (not the company phone number). 

Article ID: 4141