Contacts - Creating a New Contact


Overview


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.


Contacts can be accessed from: 

  A)      The Contacts tab under CRM


OR

  B)      The Customer View page


Step     Action

  1.      Select {New} under Contacts. A New Contact page will open.

  2.      Complete the General fields.

Field

Description 

Name
Enter the contact's Name.
Title
Enter the contact's Title.
Customer
Select Customer from the drop-down menu.

Note: These options can be modified. (See CRM-Customers)

Phone
Enter in the contact’s Phone number.
Fax
Enter contact Fax number.
Email
Enter contact Email address.
Tags
Select one or more Tags from the drop-down menu.

Note: These options can be modified. (See Customer-Tags)

Requires PODefault set to No. Toggle to Yes if PO required.

 

  3.      Select {Save}. The page will now show the name of the new contact.

              Note: The option to add additional contact information will be available 

              once the General contact information has been saved and the new 

              contact page generated. (See Contacts-Locations and Contacts-Online Ordering)