Contact Management
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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.
