In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of contact in DocketManager, all communications sent through DocketManager are only accessible if there is an available contact with an email address.
Contacts can have their own locations so, when selected for a quote or order, the system will check if the contact has a default location prior to falling back to what is set on the customer.
There are several ways a contact can be added to DocketManager.
- CRM > Contact > New
- Customer View page > Contacts section > New
- New (Quick Add) > Contact
- Point of Sale > + icon for Contact
The first step for creating the new contact, regardless of the way in which you are creating them, will be the opening of a New Contact modal.
1. Complete the fields in the New Contact modal.
|Contact Name||This is the Contact's name that will appear throughout the system.|
|Avatar Image||Select an image (e.g. contact portrait) to use to represent this contact.|
|Title||This is the Contact's title and will only appear on their page.|
|Customer||This is the customer that the Contact belongs to.|
Note: These options can be modified. (See CRM - Customers)
|Phone||This is the main phone number for the Contact and will display on all quotes and orders for this Contact.|
|Fax||This is the main fax number for the Contact and will display on all quotes and orders for this Contact.|
|Email||This is the main email address for the Contact and will display on all quotes and orders for this Contact, and be their default email address when sending emails.|
|Add New||This allows for additional contact information (e.g. phone, mobile, pager, etc.) to be added.|
Note: When adding a Facebook/Twitter/Instagram account, only the username is needed. You do not need to add www. or @ symbol.
e.g. Facebook account would only need to be entered as 'Username' not 'www.facebook.com/Username'
|Tags||The tags selected can be used to identify information about this Contact or to filter down a list for sales or marketing. |
Tags can be selected from the drop-down or manually entered.
Note: Manually entered Tags will automatically be added to Customer Tags (See Customer - Tags)
|Requires PO||If this is set to Yes, an order cannot be placed online without a value in the PO field.|
|Credit Card Processing Account||This is the default Credit Card Processing Account that will be used for this contact when making credit card payments. |
|PO Character Count||If this has been set, an order cannot be placed online without a value with the correct number of characters in the PO field.|
Note: This field is only visible if Requires PO set to Yes.
An online order cannot be submitted without the correct number of PO characters.
|Additional Locations |
This allows for additional addresses for this customer to be added.
Note: Additional Locations can have This different tax rates from the default customer rate to be set. When the additional address is selected on a quote/order/shipment, it removes selected tax rates and adds the Location Tax Types.
For more information, see Contacts-Locations.
|These are the products that this Contact has access to.|
After saving Contact modal, stored credit card profiles can be added on the Contact view page. For more information, see Contacts - Financial.