5 Customer Contacts

The Contacts tab of the ACS Customer screen is used to manage and display the contact information for each customer.

The customer displayed in the Customer field is the customer for which the contacts are displayed and managed.

Customer Contacts Fields

This table describes the function of each field.

Field Description
Contact Name The name of this contact
Telephone Number

The main telephone number for this contact

Note: You can only enter digits in the number fields.

Mobile The mobile telephone number for this contact
Pager The pager number for this contact
Fax The fax number for this contact
E-mail The email address for this contact
Comments Any required comments about this contact

Adding Customer Contacts

Follow these steps to add new customer contacts for a customer.

  1. On the Contacts tab, click New.

    Result: The New Customer Contacts screen is displayed.

  2. Enter details for the contact, as described in Customer Contacts Fields.

  3. Click Save.

    The new customer contact's details are saved in the database.

Related topic

Customer Contacts

Editing Customer Contacts

Follow these steps to edit customer contact information for the customer.

  1. From the Contacts tab, select the customer contact to edit.

  2. Click Edit.

    Result: The Edit Customer Contacts screen is displayed.

  3. Change the contact details, as described in Customer Contacts Fields.

  4. Click Save.

    Result: The details are saved and the screen will return to the main window.

Related topic

Customer Contacts

Deleting Customer Contacts

Follow these steps to delete a customer contact for a customer.

  1. From the Contacts tab, select the customer contact to delete.

  2. Click Delete.

    Result: The Confirm Delete prompt is displayed.

  3. Click OK.

    Result: The customer contact record is removed from the database.