Field/Function

Description

Contact

Enter a name for the customer contact (up to 60 characters).

E-Mail

Enter the contact email address. Separate multiple email addresses using a comma or a semicolon. Field accepts up to 201 characters.

This email appears as the recipient on the email generated through the View/Email Invoice option available through right-click options on the contact within Customer Information.

Phone

Enter up to three contact phone numbers with extension information (extension up to 4 digits).

Fax

Enter the fax number for the contact person.

Address ID

Select a classification for the contact address from the list of those established within Microsoft Dynamics GP.  The address identified as the “PRIMARY” through this specification appears at the top of the contact listing in Customer Information.

Note: MoversSuite recommends setting or modifying the “PRIMARY” contact through Microsoft Dynamics GP.

Address

Enter the contact address (3 lines up to 200 characters each).

City

Enter the contact city (up to 45 characters).

State

Enter the contact state (2 characters).

Postal Code

Enter the zip code of the customer (up to 10 characters).

Country

Select a country of the contact from the available list.  Selecting a value here sets the second Country field (below).

Country

Select a Country in the first Country field and use this field to make changes (up to 60 characters).  The application saves the data in this Country field for the customer in Microsoft Dynamics GP.

Save

This function will save change made to the contact temporarily. 

IMPORTANT:

The changes will become permanent when Save is press from within the Customer Settings screen.

Cancel
Cancel will discard changes made and close the screen.