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Contact Management allows you to assign contacts to a specific location and/or contract, in addition to, or instead of, Contact Person 1 and Contact Person 2. For example, you may want to have contact information for the building manager, janitor, office manager, or receptionist for each customer location. You can assign unlimited phone numbers to each contact record. You can also add Caller Information (Name, Email, and Phone) on a service call. 

If you marked the Use Contact Management option in Service Options, the Contacts button appears at the top of the Location and Maintenance Contract windows. With this feature turned on, the Caller Information added to a service call is saved as a Location Contact. (If this feature is not turned on, the Caller Information on a service call is only available on that service call, it is not saved to be used at a later time.) 

Setting up Contact Management

To use Contact Management, you need to enable in Service Management Service Options.

1. In Microsoft Dynamics, go to Microsoft Dynamics GP > Tools >Setup > Service Management > Service Options.
2. Mark Use Contact Management.
3. Mark the following options as needed:
   1. Show Location Contact Fields - Mark to display the Contact fields on the Service Call window.
   2. Use Contact Call Sequence Numbers
   3. Auto Create Location Contact on Service Call
      Mark to automatically save the Location Contact information entered in the Service Call window to Contact Management as a local contact.

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