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

B) The Customer View page

C) Hovering mouse over New on top navigation bar and selecting {Contact} from the drop-down. This opens the New Contact modal.



Step     Action

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

  2.      Complete the General fields.

Field
Description 
Name
This is the Contact's name that will appear throughout the system.
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 NewThis allows for additional contact information (ie. phone, mobile, pager, etc.) to be added.
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 POIf this is set to Yes, an order cannot be placed online without a value in the PO field.
PO Character CountIf 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.

 

General contact information can be saved by selecting {Save} at bottom right corner of the modal window. A Contact view page will open. The page will now show the name of the new contact.


Note: Additional Contact sections can also be completed from the New Contact modal before saving.

(See Contact-Locations and Contact-Online Ordering)



After saving Contact modal, stored credit card profiles can be added on the Contact view page. See Contacts-Financial.