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setting-up-contact-management setting-up-contact-management

Setting up Contact Management

Enabling 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 > Module Setup > 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.
4. Choose OK.

•  New topic for Contact Management. Documentation Reviewer

Enabling Agency Contacts Addition on User Profile

To allow users to be able to add an Agency Contact, you will need to enable this option on their User Profile. This is a per user setting.

1. In Microsoft Dynamics, go to Microsoft Dynamics GP > Tools >Setup > Service Management > System Administration > User Profile.
2. Enter the system password.
3. Select the user.
4. In the Allow section, mark Agency Contacts Addition.
5. Choose Save.