Contacts

For more information on using authorized purchasers, see the video 02-010-009 AR: Authorized Purchasers.
 
Customer contacts can be used to maintain multiple contacts within one company account, add authorized purchasers to an account, or to add someone to the statement or invoice distribution.
 
Click Contacts in the customer file in View mode.  The button is not clickable in Edit mode.
Contacts
 
The Contacts screen opens, listing any existing contacts.
Contacts
1

Contact List

1. Contact List
All contacts for the customer are listed by name, along with a phone number, purchase authorization setting, and title.  If a picture is available for the selected contact, it is shown at the right.
 
To view or edit details for a contact, click the Properties tab.
2

New

2. New
Click New to create a new contact.  Enter the contact's name.  You can enter an address, phone numbers, an email address, notes, and a picture.  If texting is enabled, you can send a text to the contact by clicking TXT.
Contacts
1

Information

1. Information
You may enter the contact's phone number and address.  If texting is enabled, you can send a text to the contact by clicking TXT.
2

Email

2. Email
Check the appropriate box to indicate whether the contact should receive emailed invoices and/or statements.
3

Jobs List

3. Jobs List
This displays the customer's jobs.  Check the box next to a job to indicate that the current contact is the primary contact for that job.
4

Purchase Authorization

4. Purchase Authorization
This must be checked to allow this contact to conduct transactions on behalf of the customer.  The Purchaser Control in AR | Customer File | Accounting must also be set to Authorized to enforce this restriction.
 
3

Delete

3. Delete
This deletes a contact from the customer's account.
4

Print List

4. Print List
This prints a list of all contacts in the listing with their information.
Contacts
 
At Ring Sale, you are prompted to select a purchaser.  Purchaser authorization is indicated by a check to the right of the name.