Adding a Contact
This Tech Note covers the process of adding a "Contact" record within a "Customer" record.
You must be in a "Customer", "Proposal", "Order', or "Invoice" Record.
Contacts are displayed in Popup menus.
At the top right under "ShipTo" in Proposals, Orders, and Invoices click on the "+" icon in the "+/delta" button.
Under the Customers Address in the "Customer" Record, click on the "+" icon in the "+/delta" button.
There are actually several options for entering or changing "Contact" records:
Click on the "+" side of the Popup button. A new "Contact" record will open.
Enter the Contact's First and Last names in the "Attention" field. Then "Option" click on "Attn" to create a "Contact" record containing company information.
In Proposals, Orders, and Invoices put a space between the First and Last name on the right side.
Click on the "Delta" ( triangle symbol) buton to open an existing record so you can examine or change it.
Customer ID automatic entry do not change
First Name Contacts first name
Last Name Contacts last name
Phone Contacts phone number
Fax Contacts fax number
email since you can email directly out of CommerceExpert/WebClerk program, this is very useful
ShipTo Only if applicable; will show up in popup on the right
Letter List select to place this contact on your mailing list
Prime ShipTo if this address is to be the default ship-to for this customer
Market Profiles use the PopUps.
Phone area use buttons to add additional phone, pager, etc. Enter unformatted numbers.
Location Contact's address
Number Contact's direct line or extension
Note Notes on that individual Contact
Best Time Times the Contact is normally available
Click on "OK" to save your record.