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). 

Enter Sales Mgt/Customer Information/Contact Information

The following screen will appear:

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

Type in the last name of the contact being added. 

Type in the first name of the contact being added. 

Type in the middle initial of the contact.

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

Type 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.

Type in the title of the contact at the customer.

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

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

Type in the E-Mail address of the contact.

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

Type in a Cellular phone number for the contact.

Type 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.

Type in the Customer Contact Birth Date.

Type in the Customer Contact’s Spouse Name.

Type in the Contact’s Spouse’s Birthday.

Type in the Contact’s Anniversary.

Type in the Contact’s Home Phone.

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

Type in the Contact’s Home City.

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

Type in the Contact’s home country.

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

Enter Sales Mgt/Customer Information/Contacts Information

The following screen will appear:

Depress the Find action button. The following selection screen will be displayed.  To find an existing Customer Contact select one of the following:  Last Name, First Name, or Customer. The user may exit the selection screen without a selection by selecting the X button.

When the user elects to find Customer Contact Information by Last Name, a screen appears listing contacts in alphabetical order by last name along with their first name and the Customer Name. The user may elect to show only Active customers, or Inactive contacts. The user selects the contact by either entering it into the red box, or scrolling down the list and clicking on the selected contact.
When the user elects to find Customer Contact Information by First Name, a screen appears listing contacts in alphabetical order by first name along with their last name and the Customer Name. The user may elect to show only Active customers, or Inactive contacts. The user selects the contact by either entering it into the red box, or scrolling down the list and clicking on the selected contact.
When the user elects to find Customer Contact Information by Customer, a screen appears listing Customer Names in alphabetical order.  The user selects the customer by either entering it into the red box, or scrolling down the list and clicking on the selected customer.
Then a list of all of the selected customer contacts are shown in alphabetical order by last name, along with their first name and Customer. The user may elect to show only Active contacts, or Inactive contacts. The user selects the contact by either entering it into the red box, or scrolling down the list and clicking on the selected contact.

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

Depress the Edit action button.  Enter password.