V12.3 Contact Person.

 

 

 

 

The purpose of this enhancement is to accurately record the details of different people that you contact within the one organization.

 

This is accessed through the ‘Contacts’ button on the Customer and Update Scheduled Contacts screen.

 

 

If the ‘Contacts’ is in Italics it means there are Contact Records for this customer.

 

 

You can also attach ‘Interests’ to a contact person for marketing purposes.

 

 

If a customer has a contact person record when adding customer notes in all areas you will be asked to select the ‘person spoken to’.

 

 

•      Use the … to select from the list of Contacts.

•      Use the ‘Contacts’ button to Add or Change Contacts.