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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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Add 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/Contact Information

 

The following screen will be displayed:



Depress the Add action button. The user will be prompted for an authorized password.

Enter in the last name of the contact being added. 

Enter in the first name of the contact being added. 

Enter in the middle initial of the contact.

Select the status of the Customer Contact, either Active or Inactive.

Enter in the nickname of the contact.

Select the company to which the contact belongs by depressing on the down arrow located on the right hand side of this field and highlighting the selection.

Enter in the title of the contact at the customer.

Enter in the phone number and/or extension of the contact at the company (may be different than the company main number).

Enter in the FAX number of the contact at the company (may be different than the company main number.

Enter in the E-Mail address of the contact.

Enter in the department at the customer in which the contact works.

Enter in a Cellular phone number for the contact.

Enter in a Pager number for the contact.

After completing the Business information, the user may click on the Personal tab.  In this screen, the user may enter personal information relating to the contact.

 

The Customer Contact Directive buttons will now be active.

 

This button allows the user to load a photo for a customer contact. The photo file should be in the MANEX directory, and should be BMP or TIF format. Select the desired image. It will appear in the window.

 

This set of buttons allow the user to record specific information that they may wish to retain about the customer contact. It is divided into several categories to narrow the search for information later. Pressing any of these buttons brings up a memo window that may be added to, edited or canceled at will.

Enter in the Customer Contact Birth Date.

Enter in the Customer Contact’s Spouse Name.

Enter in the Contact’s Spouse’s Birthday.

Enter in the Contact’s Anniversary.

Enter in the Contact’s Home Phone.

Enter in the Contact’s Home Address(two lines available).

Enter in the Contact’s Home City.

Enter in the Contact’s Home State and Zip code.

Enter in the Contact’s home country.

Depress the Save action button to save changes, or depress the Abandon changes action button to abandon changes.

Article ID: 4142