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- Select Cards > Service Management > Service Manager.
- Select a customer and then click select New Call.
- Enter the Caller Name or use the lookup to select an existing contact.
- If you have entered an existing local contact, the telephone number and email address will populate once you tab off the Contact Name field.
- 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 Service Contact Management window opens. Double-click the contact in the list that displays or select New Contact to open the Location Contact Setup - Local window to add a new contact. Complete the fields as needed and then select Save to return to the Service Call window. The contact will be saved as a master contact. For field information, see Creating a contact from Contact Management.
- Complete the rest of the Service Call window.
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- Find
Select Find to open the Service Contact Management window where you can use the lookup fields to locate the contact. See Searching for an Existing Contact. - Location
Select Location to view locations the contact is assigned to. If this is a new contact, no locations will be assigned to it. - Contract
Select Contract to view maintenance contracts the contact is assigned to. If this is a new contact, no contracts will be assigned to it. - Group
This button is used with Customer Connect. - Mass Assign
Select Mass Assign to open the Mass Assign Contacts window. You can mass assign or unassign the contact to locations and/or contracts. See Assigning Contacts to Locations. - Print
Select Print to open the Print Contact List window. You can print all contacts or a range of contacts and can select from the following reports:- Summary - Prints the basic contact information including the name and address.
- Detail - Prints all of the contact information including the name, address, phone information, and email address.
- Labels (2 column) - Prints the contact address information in a two-column label format.
- Labels (3 column) - Prints the contact address information in a three-column label format.