Overview
This holds the Customer Contacts for the given Customer. Customer Contacts are specified on the Customer Address records. Contact information may also be overridden on a specific Sales Order.
Navigation
Customers > Customer Contacts Tab
Selecting ‘New Customer Contact’ –
Fields
Customer Number: Customer Number of the Customer associated with this Contact
Reference as Salesforce Contact: When checked, a Salesforce Contact can be associated with the given Rootstock Customer Contact.
Salesforce Contact: If 'Reference a Salesforce Contact' is checked, this is the Salesforce Contact associated with the given Rootstock Customer Contact record.
Contact Name: The Customer Contact’s name. Name format should be First Name + space + Last Name.
Telephone: Telephone number for the given Customer Contact
Fax: Facsimile (fax) number for the given Customer Contact
Email Address: Email address for the given Customer Contact
Preferred Contact Method: Preferred method of contact for the Contact Name defined for the given Customer. Options are
- Email
- Phone
- Fax
- Text to Email
- Text to Phone
Email Template Sales Invoice Recipient: Click here to indicate that this Customer Contact should receive an email for Sales Invoices.
Comments: Free form alpha-numeric text, up to 255 characters.
SEE ALSO
