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...") |
m (bold text added and tidy up) |
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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
Contents
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.
