ManEx KB

1. Contact Information

1.1. Prerequisites for Contacts Information

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

A Customer Name	The Contact must refer to a Customer, which has been set up in the Customer module.
A picture File	A picture of the contact may optionally be included as a memory jogger, but the picture must already be available to pickup in a picture format.

1.2. Introduction for Contacts Information

The Contact Module is used to record the details of customer contacts. Contacts may be of any nature, but must be associated with a customer. Manex provides the user with the ability to maintain both professional and personal details about a contact, including provision for personal tastes and affiliations. Contacts must be entered in this module if they are to be included in the customer Ship-To and Bill-To data fields at a later time. A contact who has moved to another customer may have a new customer assigned to them without having to re-enter their personal data.

1.3. Fields & Definitions for Contacts Information

1.3.1. Business Tab

Fields & Defintions

Last Name	The last name of the contact being added or edited.
First	The first name of the contact being added or edited.
MI	The middle initial of the contact
Status	The status of the Customer Contact, either Active or Inactive.
Nickname	The nickname of the contact.
Company	The company to which the contact belongs.
Title	The title of the contact at the customer.
Department	The department at the customer in which the contact works.
Phone	The phone number and/or extension for the contact at the company (may be different than the company main number).
Cellular	The Cellular phone number for the contact.
Fax	The FAX number for the contact at the company (may be different than the company main number).
Pager	The Pager number for the contact.
Internet or E-mail Address	The E-Mail address of the contact.

1.3.2. Personal Tab

Fields & Definitions

	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.
Birthday	The Customer Contact Birth Date.
Spouse's Name	The Customer Contact’s Spouse Name.
Spouse's Birthday	The Contact’s Spouse’s Birthday.
Anniversary	The Contact’s Anniversary.
Home Phone	The Contact’s Home Phone.
Address	The Contact’s Home Address (two lines available).
City	The Contact’s Home City.
State, Zip	The Contact’s Home State and Zip code.
Country	The Contact’s home country.
	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.

1.3.3. Lookup Tab

Fields & Defintions

Last Name	The last name of the contact.
First Name	The first name of the contact.
Company	The company to which the contact belongs.
Title	The title of the contact at the customer.
Work Phone	The phone number and/or extension of the contact at the company (may be different than the company main number).

1.4. How To .... for Contact Information

1.4.1. 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).

1.4.2. 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.

1.4.3. 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.