Contacts - Locations


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. All contacts can have one default shipping location and one default billing location, but can have unlimited additional addresses that can be selected when processing a quote or an order.


To Navigate to Contacts:

Step      Action

  1.        Select {CRM} and then select the Contacts tab.

  2.        Use search filters to locate the desired Contact.

  3.        Select the contact's name to open the Contact view page. 


The Contact Edit modal can be opened by hovering over Actions menu and selecting {Edit} from the drop-down.


Adding Contact Locations

Adding Default Billing or Default Shipping Location

Step     Action

  1.       From the Contact edit modal window, select {Locations} on the right-hand side of screen 

            to auto scroll to Locations section. 


  2.       Complete fields for Default Billing Address or Default Shipping Address.  

Field
Description
Address Name
Enter Address Name.
Address
Enter street Address.
City
Enter City.
Region

Select a Region from the drop-down menu.
Note: These options can be modified. (See Locations-Regions )

Country
Select a Country from the drop-down menu.
Note: These options can be modified. (See Locations-Country)

Zip/Postal Code
Enter Zip/Postal Code.

 

  3.      Select {Save}. A results window will pop-up to indicate the location section saved.
 

Adding Additional Locations  

Step     Action  

  1.       From the Contact edit modal window, select {Locations} on the right-hand side of screen to 

            auto scroll to Locations section. 


  2.       Select {Add} under Additional Locations. A New Location modal window will open.  

  3.       Complete fields for the New Location.  


Field
Description
Address Name
Enter Address Name.
Address
Enter street Address.
City
Enter City.
Region

Select a Region from the drop-down menu.
Note: These options can be modified. (See Locations-Regions )

Country

Select a Country from the drop-down menu.
Note: These options can be modified. (See Locations-Country)
Zip/Postal Code
Enter Zip/Postal Code.

   

  4.      Select {Save}. A results window will pop-up to indicate the location saved successfully.


Editing Contact Locations

Editing Default Billing or Default Shipping Location

Step     Action

  1.       From the Contact edit modal window, select {Locations} on the right-hand side of screen to 

            auto scroll to Locations section.

  2.       Make required changes to fields under default billing or shipping address.

  3.       Select {Save}. A results window will pop-up to indicate the location section saved. 

 

Editing Additional Locations

Step     Action

  1.       From the Contact edit modal window, select {Locations} on the right-hand side of screen to 

            auto scroll to Locations section.

  2.       Hover mouse over the name of address to be edited under Additional Locations. A pencil 

            icon will appear on the right-hand side of the name. Select the pencil icon.

          A modal Edit Location window will open.

  2.        Make required changes.

  3.        Select {Save}. A results window will pop-up to indicate the location saved successfully.


Deleting Customer Locations

Deleting  Default Billing or Default Shipping Location

Step     Action 

  1.       From the Contact edit modal window, select {Locations} on the right-hand side of screen to 

            auto scroll to Locations section and remove all information under the corresponding section.

  2.       Select {Save}. A results window will pop-up to indicate the location section saved.

 

Deleting Additional Locations

Step     Action  

  1.       Hover mouse over the name of address to be edited under Additional Locations. An X 

            icon will appear on the right-hand side of the name. Select the X icon.

  2.       Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  3.       Select {OK} to delete selected items. A results window will pop-up to indicate the 

            additional location has been deleted.