Difference between revisions of "Contact Management"

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(Created page with "= List Contacts = This is the default view, and lists all of the contact with the relevant details shown. = Create New Contact (and Edit an existing one) = == Name Tab == You...")
 
 
(4 intermediate revisions by the same user not shown)
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= List Contacts =
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===In This Section===
This is the default view, and lists all of the contact with the relevant details shown.
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This section will you be able to add, view and edit the contacts.  
  
= Create New Contact (and Edit an existing one) =
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=== '''List Contacts''' ===
== Name Tab ==
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This is the default view and lists all of the contacts with the relevant details shown.
 +
 
 +
=== Create New Contact (and Edit an existing one) ===
 +
 
 +
=== '''Name Tab''' ===
 
You can enter the relevant details for the contact on this tab.
 
You can enter the relevant details for the contact on this tab.
  
== Contact Details Tab ==
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=== Contact Details Tab ===
From this tab you can set the details for the customer and any internal "Contact Notes".
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From this tab, you can set the details for the customer and any internal "Contact Notes".
  
 
The password is not shown (and is not retrievable by support) - but this option allows you to change it.
 
The password is not shown (and is not retrievable by support) - but this option allows you to change it.
  
== Access Tab ==
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=== Access Tab ===
This section allows you set anything the customer is allowed access to (Green).
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This section allows you to set anything the customer is allowed access to '''Green'''.
 
 
Default options can only have one contact set against them, so setting them to "Green" will set any others to "Red".
 
  
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Default options can only have one contact set against them, so setting them to '''Green''' will set any others to '''Red'''.
 
Invoices, Credits, Statements and Shipment Notifications can have multiple contacts setup against them.
 
Invoices, Credits, Statements and Shipment Notifications can have multiple contacts setup against them.
  
== Marketing Tab ==
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=== '''Marketing Tab''' ===
 
From here you can subscribe the customers to any relevant marketing groups. The "Declines Mailshots" overrides any options set here.
 
From here you can subscribe the customers to any relevant marketing groups. The "Declines Mailshots" overrides any options set here.
  
= Delete Contact =
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=== '''Delete Contact''' ===
 
This button will delete the contact from the account.
 
This button will delete the contact from the account.
  
= Return to Customer Details =
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=== '''Return to Customer Details''' ===
 
This button will take you back to the customer account.
 
This button will take you back to the customer account.

Latest revision as of 12:36, 4 November 2021

In This Section

This section will you be able to add, view and edit the contacts.

List Contacts

This is the default view and lists all of the contacts with the relevant details shown.

Create New Contact (and Edit an existing one)

Name Tab

You can enter the relevant details for the contact on this tab.

Contact Details Tab

From this tab, you can set the details for the customer and any internal "Contact Notes".

The password is not shown (and is not retrievable by support) - but this option allows you to change it.

Access Tab

This section allows you to set anything the customer is allowed access to Green.

Default options can only have one contact set against them, so setting them to Green will set any others to Red. Invoices, Credits, Statements and Shipment Notifications can have multiple contacts setup against them.

Marketing Tab

From here you can subscribe the customers to any relevant marketing groups. The "Declines Mailshots" overrides any options set here.

Delete Contact

This button will delete the contact from the account.

Return to Customer Details

This button will take you back to the customer account.