Creating a contact from the Service Call window

You can add a local contact from the Service Call window if you have Use Contact Management and Auto Create Location Contact on Service Call marked in Service Options. See Setting up Contact Management.

To add a contact from the Service Call window:

1. Choose Cards > Service Management > Service Manager.
2. Select a customer and then click New Call.
3. Enter the Caller Name or use the lookup to select an existing contact.
   • If you've entered a contact name that is in the master contact table, the email address and telephone number will auto-fill.
   • If you've entered a contact name that is not in the master contact table, as soon as you tab off the Contact Name field, the Location Contact Setup - Local window opens.
    Enter
   •  Enter the following information, as needed:
     • Contact Name
       The Caller Name defaults into this field
     • Primary Telephone
       Enter the contact's primary telephone number.
     • Phone Type
       Select the phone type. See Labeling contact setup user-defined fields.
     • Contact Organization
       The customer name defaults into this field. You can edit this information.
     • Address, City, State, ZIP Code
       The customer address defaults into these fields. You can edit this information.
     • Default Role Type
       Select the role type from the lookup window.
     • Email Address/PIN Number/Customer Portal Report Folder
       This provides login information and application data if this contact is a Customer Portal user.
     • USER-DEFINED
       Enter any user-defined information.
     • Quick Note
       Use the Quick Note window to enter notes and other information. Unlike attached notes created with the notepad button, a quick note is always visible in the Contact Setup window.
4. Choose Save to save the contact information and return to the Service Call window.
5. Complete the rest of the Service Call window.