Add/Edit Order Contact

 

Use the Add/Edit Order Contact dialog to create a new contact or update an existing one associated to an order. This screen is available by pressing Add or Edit from within the Contacts section on the Contacts and Locations tab in the Office & Industrial module. It is also available through the Add Contact option within the Quote tab.

 

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Figure 8: Add and Edit buttons for Contacts on Contacts and Locations tab

 

When the Add or Edit buttons are clicked, the Add/Edit Order Contact screen is prompted (Figure 10).

 

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Figure 9: Add/Edit Order Contact

 

Multiple email addresses may be entered in Email. Separate email addresses with a comma or semicolon. The Email field accepts up to 120 characters.

 

Set the Add to Account Profile flag to permanently add the contact to those available for the Account Profile assigned to the order.

 

Changes made to an existing contact are stored for the order you are on only. Changes do not affect the permanent Account Profile record. To update the contact information permanently, make the change through Account Profile Setup.

 

 

Technical Field and Function Information

 

Field

Description

Contact

Provide a name for the contact person (up to 30 characters). The name entered here is available when importing a contact into the Contacts grid (through the Import from Account Profile menu) and through the Contact assignment within Add/Edit Order Location.

Title

Enter the title or role of the contact person within the company (up to 50 characters).

Company

Enter the company name (up to 100 characters).

Email

Provide the email address for the contact person. Separate multiple email addresses using a comma or a semicolon. Field accepts up to 120 characters.

You can email this contact person through several functions within MoversSuite, include through a right-click option within the Contacts grid on the Contacts and Locations tab.

Phone Number

Provide a phone number for the contact person.

Press the  button to access the Phone Number Entry control, which allows you to enter phone components separately.

Extension

Enter the extension associated to the Phone Number, if desired (up to 10 digits)

Mobile Number

Provide a mobile number for the contact person.

Press the  button to access the Phone Number Entry control, which allows you to enter phone components separately.

Fax Number

Provide a fax number for the contact person.

Press the  button to access the Phone Number Entry control, which allows you to enter phone components separately.

Address

Enter up to three address lines for the contact (up to 256 characters each).

City

Enter the name of the city for the contact (up to 26 characters).

State

Enter the two-digit state code for the contact.

Country

Select the name of the country associated to the contact address. Of note, you can format a phone number through the phone control by pressing the  button within the Phone Number and Fax Number entries.

Postal Code

Enter the postal code associated to the address (up to 10 characters).

Add to Account Profile

Check this option to permanently add the contact record to the Account Profile set on the order. Once added to a profile, the contact record is available to other orders.

 

RELATED TOPICS:

Account Profile

Contacts and Locations

Quote