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. 

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.

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. If this option isn't marked, users can create Location Contacts. Agency contacts can be assigned to any number of contracts or locations, for example, within a fire or police department. Local contacts are specific to one location.

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.