Personal tools

22 Customer Contacts

From TrueERP wiki

Jump to: navigation, search

Customer Contacts

Are you able to enter Customer Contact details?

  • To access Customer Contacts select the Sales module and then select the Customer List.
  • In the Customer Info Tab you should have all relevant information ie. Company, Contact Name, Job title as well as all possible contact Phone Numbers and also a Fax number.
  • Select the Contacts Tab on the top right of the Customer Card to view your main contact person for this Company and all of their details.
  • These are all placed into the Customer File at the first instance that the Customer File is created.