Overview
Crittah's Contacts Customer module consists of individual people and types individuals or company's with whom your business has a relationship. Contact Customer records are typically related to a Customer contact record, and multiple contacts may be associated to a single accountof which there can be multiple asscociated.. There are various ways you can create contacts Customers in Crittah as detailed below. Once the contact Customer record is created, you can view and edit information pertaining to the contact Customer via Contacts Customers sub menu located under Manage on the navigation bar . This documentation will cover how to use the Contacts Customers module as well as the various actions and options available from within the module.
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Customer Fields
The Contacts Customer module contains a number of stock fields which come out-of-the-box with Crittah. The below definitions are suggested meanings for the fields and their use,however the configurable fields such as Stauts abd Type can be leveraged differently to best meet your organisation's needs. Users with administrator access have the ability to configure those fields.
Any field name with an asterix on the input screen is mandatory.
| Field | Description |
|---|---|
| Contact Company details - Site | The ContactCustomer's site defaulted as part of the configuraion |
| Contact Company details - CustomerCompany Name | Contact details -The Customer that the Contact is associated with |
| Contact details - Salutation | The Contact's standard reeting |
| Contact details - First Name | The Contact's First Name |
| Contact details - Last Name | The Contact's Last Name |
| Contact details - Birth Date | The Contact's date of birth |
| legal name of the Company | |
| Company details - Company ABN | The Customer's Australian Business Number |
| Company details - Parent Company | The Customer's Parent Company should it exist |
| Company details - Web Site | The Customer's business/associated web site |
| Company details - Status | This is a configurable field |
| Contacts contact details - Email | The contacts Email address |
| Contacts contact details - Company Contact - Phone | The contacts Customers Phone, generally land line number |
| Contacts contact details Company Contact - Mobile | The contacts Customers mobile number |
| Contacts contact details Company Contact - Fax | The contacts Customers fax number |
| Contacts contact details - Position | The contacts position held within the customer |
| Contacts contact details - Department | The contacts department |
| Contacts contact Company Contact - Council | The Customers Manucipality |
| Customers Customer details - Type | Contact Customer type. This is a configurable field |
| Business/Postal Address - Address 1 | The Contacts Customers primary address |
| Business/Postal Address - Address 2 | The Contacts Customers primary address |
| Address Business/Postal Address - City/Town | The Contacts Customers City or Town in address |
| Address Business/Postal Address - Post Code | The Contacts Customers Post Code in address |
| Business/Postal Address - Country | The Contacts Customers Country (defaults based on site) |
| Business/Postal Address - State/Region | The Contacts Customers State or Region (defaults based on site) |
Creating or Editing a
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Customer
There are two ways to enter the "Create/Edit ContactCustomer" screen to create or edit a customer.
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2. By selecting the shortcut icon on the top right of your screen
- Once selected the Contact Customer Screen appears
- Type in the fist name of the contactCustomer, this is the only required field on the page
- You also have the option of creating a new customer from the contact Customer details section. Those mandatory fields are marked by an asterix below.
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