1. Customer Rolodex
1.1. Prerequisites for Customer Roledex

After activation, "Customer Information" access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.

1.2. Introduction for Customer Rolodex

In this module, the user may look up Customer Contacts, and phone numbers.

1.3. Fields & Definitions for Customer Rolodex

Company Company Name
Contact Company Contact Name
Title Contact Title
Phone Contact Phone Number or Company Phone Number
E-Mail Contacts e-mail address or Company e-mail address
Fax Contacts Fax number or Companys Fax number

1.4. How To .... for Customer Rolodex
1.4.1. Find a Customer

Select Sales Mgt / Sales Order Management/ Customer Rolodex, as illustrated:

  

The following screen will appear:


Customer’s Rolodex, will appear containing the Company Name and the Contact at the company, the title of the contact and the contact’s telephone number. Highlight the Company and the E-mail address and Fax number will appear in the bottom of the screen.