Entering contact information

Enter contact information for follow up and informational purposes.

Note: Each contact must have either a Name, Address, or Employee Code before the system saves the contact information.

To enter contact information:

  1. Select Operations > Call Center > Contact Information.
  2. Click New Record.
  3. Specify this information:
    Name
    Specify a first name, middle initial, and last name for the contact.
    Company Name
    Specify the name of the company where the contact works.
    Employee
    Specify an employee code for the contact if applicable. The system automatically populates the employee name in the adjacent field.
    Address 1
    Specify an address for the contact.
    Address 2
    Specify an address for the contact.
    City
    Specify the city of the contact.
    State
    Specify the state of the contact.
    Zip Code
    Specify the zip code of the contact.
    Address Alias
    Specify a popular name for the address, e.g., Gwinnett Place Mall or Finley Park.
    Primary E-mail
    Specify a primary e-mail address for the contact.
    Secondary E-mail
    Specify a work e-mail address for the contact.
    Notes
    Specify any applicable notes for the contact.
    Organization
    Specify the organization to which the contact belongs.
    Class
    Specify the class to which the contact belongs.
    Primary Phone
    Specify a primary phone number for the contact.
    Secondary Phone
    Specify an alternate phone number for the contact.
    Third Phone
    Specify a third phone number for the contact.
    Primary Fax
    Specify a home fax number for the contact.
    Secondary Fax
    Specify a work fax number for the contact.
    E-mail Fax
    Specify the e-mail address for the contact if you use fax software that requires an e-mail address.
  4. Click Save Record.
    Optionally, click Revoke to remove the contact's record and all references to the record for GDPR compliance.
    Note: This process is not reversible.