Supplier contact may be any interaction with a Supplier such as a telephone call, email, meeting, or appointment.  The Contact tab of the Supplier Management module enables the details of this contact to be recorded. Contact entries may also be modified and marked as completed.  Items within the Contact tab can also be viewed as Tasks or Appointments in the associated Task or Appointment Diary and can be useful for  follow ups.

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How to Add a Contact Entry

In the main menu navigate to Suppliers > Supplier Management. Select the Supplier and click on the Contact tab.

The records are listed in descending date order and can be filtered by Date, Type, Details, Comment (subject), Contact, or Rep (the person assigned to the task or appointment). 

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Icons

The first three icons on the right side pertain to emailing the supplier .  Users can reply or forward any email that displays on the screen by highlighting it and clicking the appropriate icon.

The phone icon allows you to quickly add the details of a Phone Call that recently took place.

The plus + icon allows you to add a new Task or Appointment

Tasks are used to record contact with the Corporate Account and the activity of the responsible employee.   Tasks can be given future dates for scheduling and will display on the employee’s Task Diary when the date arrives.  Task Types include emails, telephone calls, follow-ups, and general tasks.

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How to Add a New Contact Record

1. Select a Corporate Account in the Search tab of the CRM module.
2. Navigate to the Contact tab.
3. Click the Add button.
4. Select Task or Appointment at the top of the Add New window.
5. Select the Type of the new contact record.
6. Enter the Subject. Double click the field to select from a list of defaults. Alternatively, type a new subject or project name which can be added to the default list with the Add button next to the field.
7. Set the time and duration.
8. By default, the contact record will be assigned to you.  Double click the Assigned field to assign it to a different user.
9. Double click the Contact field to select a contact person of the Supplier.
10. Enter the Location and Details.
11. Click the Attach button to attach documents and files to the contact record.
12. The new record may be set as:

• Complete
• Private (not visible to other Moveware users)
• Having a Followup Date
• Recurring at a regular interval (e.g. quarterly)
• Having a Reminder
• Synchronised to Outlook.
  
  13. Click OK.

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How to Modify a Contact Record:

1. Double click the record or select it and click the Modify button.
2. Edit the information as required, e.g. select the Complete checkbox.
3. Click OK.

Tasks, opportunities and appointments may be completed using the blue checkmark, with completed tasks displayed in green.  The red X deletes the highlighted entry.

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