Contact Preference Setup

MoversSuite Administration > Customer Service > Contact Preference

 

Use this option to setup a Preferred Contact Method to communicate with the shippers. You can choose a Contact Preference of your choice when generating a lead or directly through order entry screens. New Contac

 

Graphical user interface, application

Description automatically generated

Figure 40: Contact Preference Setup

 

Field

Description

Contact Preference Type

Displays the name of the Contact Preference Type set in the New Contact Preference.

Note: The field allows you to add a maximum of 20 characters.

Duplicate

Duplicates the existing Contact Preference Type.

Delete

Deletes the existing Contact Preference Type.

Save

Saves any changes made to the existing Contact Preference Type.

Cancel

Cancels any changes made to the existing Contact Preference Type.

 

 

RELATED TOPICS:

Name, Address, Phone

Sales Lead Information

Contacts and Locations