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Sales
Customers - Contacts
Customers can be debtors (account created in pastel on save) or cash on delivery clients (customer linked to an account in pastel on save).
- Must Haves:
- An Accounts Contact (Pastel account contact). The Accounts Contact receives all the financial related emails.
- A Primary Contact (as a fail safe, if an 'Accounts' contact does not exist, the system will use the primary contact as the default account contact in Pastel).
- The primary contact receives all operational or business-related emails, e.g. call status change and contract closure notification emails. The primary contact is also required for customer item task generation.
- An Invoice Delivery method (for contract billing - invoice emailing).
Ribbon Access: Sales > Customers |
- The Customer Listing screen will be displayed.
- Select the Site where the Customer can be located.
- The example has Durban selected.
- Select the Status for the Customer.
- The example has Active selected.
- Select the row of the Customer for whom you wish to add Contact information.
- Click on the Contacts tile.
- The Contacts for Customer - [customer code] screen will be displayed.
- Any existing contact information for the Customer will be listed.
Add Customer Contact
- Click on Add.
Short cut key: Right click to display the Process menu list. Click on Add.
- The Contact Maintenance screen will be displayed.
- Contact Type: Type in or click the down arrow to select the contact type from the menu.
- First Name: Type in the name of the contact person.
- Last Name: Type in the surname of the contact person.
- Preferred Name: Type in the preferred name for the contact.
- Supervisor: Click on the down arrow and to select the supervisor from the menu.
- Title: Type in the title for the contact.
- Email Address: Type in an email address for the contact.
- Group Email: Type in the group email address of the contact.
- Phone Number: Type in the phone number for the contact.
- Fax Number: Type in the fax number for the contact.
- Mobile Number: Type in the mobile number for the contact.
- Address: Click on the search icon to select the contact address from the menu.
- Credit Limit: Type in the credit limit of the new contact.
- Primary Contact: Click on this check box if this is the primary contact for this Customer.
- When you have finished adding the new Contact details, click on Save.
- When the Contact Processing message display, informing you that;
- Contact maintenance for customer; [customer code] complete.
- Click on OK.
- The new contact can be viewed in the Contacts for Customer screen.
- Click on Back, to return to the Customer Listing screen.
Edit Customer Contact
- From the Contacts for Customer - [customer code] screen will be displayed.
- Select the row of the Contact whose details you wish to change.
- Click on Edit.
Short cut key: Right click to display the Process menu list. Click on Edit.
- The Contact Maintenance screen will be displayed.
- Make the changes to the Contact information as required.
- In this example, the Phone Number and Fax Number have been changed.
- Click on Save.
- When you receive the Contact Processing message to confirm that;
- Contact maintenance for customer: [customer code] complete.
- Click on OK.
- You will return to the Contacts for Customer - [customer code] screen.
- Use the scroll bar to move across the screen to view the edited customer details.
- Click on Back to return to the Customer Listing Screen.
Delete Customer Contact
- The Contacts for Customer - [customer code] screen will be displayed.
- Select the row of the contact you wish to delete.
- Click on Delete.
Short cut key: Right click to display the Process menu list. Click on Delete.
- When you receive the Inactivate Contact message to confirm that;
- Are you sure you want to inactivate this customer contact?
- Click on Yes if you are certain about your selection.
- Use the scroll bar to move across this screen to view the deleted customer contact status.
- The status has changed to I (Inactive).
- Click on Back to return to the Customer Listing screen.
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