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Having customer contact information in your database is essential in case of an emergency. On the Contacts tab, you can enter both business and emergency contact information for customers, copy contacts from a family members' record, edit existing contact information, delete contacts, or print a list of contact information.

 To Add a Contact to a Customer's Record
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers, then click Go .
  3. Select the customer's record and click Edit.
  4. On the Contacts tab, click Add.
  5. If the contact already exists in your database, click Lookup to select the contact from the Global Name List and click OK. Otherwise, enter the contact's Name Information.
  6. In the Type drop-down list, select the type of contact (Business or Emergency).
  7. In the Relation drop-down list, select the customer's relationship to this contact, if applicable.
  8. On the Addresses tab, click Add.
  9. Select the Addresses Type in the drop-down list and enter the contact's address information in the Individual Address fields. Click OK.
  10. On the Phones tab, click Add.
  11. Select the Phone Type in the drop-down list and enter the contact's phone number in the Phone field. Click OK.
  12. On the E-mail tab, click Add.
  13. Select the E-mail Type in the drop-down list and enter the contact's e-mail address in the E-mail Address field. Click OK.
  14. Click OK.
 To Copy Contacts from a Family Member's Record
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers, then click Go .
  3. Select the customer's record and click Edit.
  4. On the Contacts tab, click Copy Contacts.
  5. In the Select Family Member drop-down list, select the family member whose contacts you want to copy to the selected record and click OK.
 To Edit a Customer's Contacts
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers and click Go .
  3. Select the customer's record and click Edit.
  4. On the Contacts tab, select the contact you want to edit and click Edit.
  5. In the Type drop-down list, select the type of contact (Business or Emergency) to edit.
  6. In the Relation drop-down list, change the customer's relationship to this contact, if applicable.
  7. On the Addresses tab, select the address you want to edit and click Edit.
  8. Select the Address Type in the drop-down list and enter the contact's address information in the Individual Address fields. Click OK.
  9. On the Phones tab, click Edit.
  10. Select the Phone Type in the drop-down list and enter the contact's phone number in the Phone field. Click OK.
  11. On the E-mail tab, click Edit.
  12. Select the E-mail Type in the drop-down list and enter the contact's e-mail address in the E-mail Address field. Click OK.
  13. When you have finished editing, click OK to return to the customer's record.
 To Delete a Contact
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. Select the customer's record and click Edit.
  4. On the Contacts tab, select the contact you want to delete and click Delete.
  5. Click Yes.
 To Print Contact Information
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. Select the customer's record and click Edit.
  4. On the Contacts tab, click Print.
  5. A preview of the customer's contact information will display. Click Print to print this report.
  6. Click Close to exit the report and return to the customer's contact information.
Additional Field Information


Primary Contact
When you've entered a customer's contacts, you can select a Primary Contact from this drop-down list.