Contact Management: Difference between revisions
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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..." |
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= List Contacts = | === '''List Contacts''' === | ||
This is the default view, and lists all of the contact with the relevant details shown. | *This is the default view, and lists all of the contact with the relevant details shown. | ||
= Create New Contact (and Edit an existing one) = | === Create New Contact (and Edit an existing one) === | ||
== Contact Details Tab == | === '''Name Tab''' === | ||
From this tab you can set the details for the customer and any internal "Contact Notes". | *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. | The password is not shown (and is not retrievable by support) - but this option allows you to change it. | ||
== Access Tab == | === Access Tab === | ||
This section allows you set anything the customer is allowed access to (Green). | *This section allows you 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". | *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 == | === '''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 = | === '''Delete Contact''' === | ||
This button will delete the contact from the account. | *This button will delete the contact from the account. | ||
= Return to Customer Details = | === '''Return to Customer Details''' === | ||
This button will take you back to the customer account. | *This button will take you back to the customer account. | ||
Revision as of 13:25, 15 September 2021
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 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 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.