Customer Contacts refers to employees or contacts you have for a particular Customer.  These details can be used to communicate with a contact by email or SMS; in addition, these details may also be used to record comments and notes related to these contacts for CRM purposes. Contacts can also be given access to MovePartner (if applicable).

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How to Add Contacts to a Customer File:

1. In the main menu navigate to Customers > Customer Management. Existing Customers are displayed in alphabetical order.
   
   
2. To find the required Customer use the search boxes to filter the Customer records. See Searching for Customers for further details.
   
   
3. Select the Customer and navigate to the Details tab.
   
   
4. At the bottom of the Customer Details tab click Add.
   
   
   
5. Add the employee contact information and any relevant comments. Several of the contact information fields are searchable on the CRM > All Contacts screen, allowing you to send bulk emails to groups of contacts.  For instance, Mailout (a mailing list), Interests, Marketing (part of a targeting marketing campaign) and Date of Birth are searchable fields.
   
   
6. At the bottom of the Add a New Customer Contact screen, there is a Web Access field.  If set to Y and given a password, this will enable the Contact to access MovePartner, using his/her email address as the username, and the Password entered here as the password.  A default Branch can also be assigned, as well as Restricted Access.  Setting “Restrictions” to Y will provide read-only access to MovePartner, while setting Restrictions to I will only allow the contact to access the Inventory screen in MovePartner.  The Type(s) field on the bottom-right limits the contact to only being able to view Jobs of a particular Type, such as Fine Art or Asset Management.  These Types correspond to the Cost Centre(s) that are set with matching “Avail Types” in Cost Centres Setup.  For instance, any Cost Centre configured as an Asset Management Cost Centre will be given an Avail Type of ASST in the Cost Centre screen.  If a Contact is then given a Type of Asset Management, they will only be able to view Jobs belonging to a Cost Centre configured as Asset Management type.
   
   
7. Click Save in the Smart Panel.
   
   
8. To edit information double click the Contact and click Save when finished.

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How to Add a Customer Contact from a Job

1. In the Bill-to section of Jobs > Details, double-clicking on the Attention field pops open a list of the Customer’s Contacts.

2. From here, users are able to click the Add button to create a new contact.

3. To enable the Add button, the user must be assigned to Security Group M in Employee Management > User Details.

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