Customer Contacts

Customer Contacts

This application registers the information of multiple contacts that allow a personalized treatment with the Customers, making the registration,
modifications, deletion. and searches.
It is accessed through Administration (Back Office) → Accounts Receivable → Customer Contacts
The initial screen shows the following sections:
Search of Customers: you can perform the contact search of already registered customers.
Customers: Displays the customer contacts.

Search Contact

To search for customer contacts, follow the steps below:
Enter the information corresponding to the customer being searched for in the Search of Customers section, through the following fields:



Field
Description
Segment
Select the segment to which the customer you wish to search for belongs.
Customer
The name of the company or name of the establishment that distinguishes it from others.
Contact
Name that is the contact of the account receivable.
Press the Search button.
Entering any of this information will perform a search for the account receivable contact. You can choose more than one filter,
depending on the filters used will be the specific of the search.

Register New Contacts

Through this window you can enter the information of new customer contacts by performing the following steps:
In the Customers section, click on the Insert icon.
In the Register of Contacts section, enter the information corresponding to the customer in the following fields:
Field
Description
Customer*
The name of the company or name of the establishment that distinguishes it from others. Allows you to view the entire catalog of accounts.
receivable customers, previously registered.
RFC (nnnnnnn-n)
Tax identification code, the way in which the company is distinguished from other taxpayers for the fulfillment of its tax duties.
Last Name*
Last name of the person who serves as the contact person for the account receivable.
Names *
Person who serves as contact with the account receivable.
Position
Position held in the company by the account receivable contact.
From
The date of the first commercial operation with customer contact is entered.
Address
Place where you have your residence or where the contact is established.
City *
Urban area where you have your residence.
State *
State, province or county in which the company is established.
Country *
Country or Region where the customer contact is established.
Zip Code
Postal code or mailing address of the legally registered address.
Telephone
Numbers with which contact is made via telephone on fixed or cellular devices.
Email
E-mail address to receive and send e-mails.
Comment
Remarks concerning the contact, e.g., vacation period, additional information, etc.
Enable *
The check box is already selected so that the customer's contact is active. By unchecking this option, the customer's contact will not be displayed
to perform any operation with his account.
* These are mandatory fields.
Press the Add button to save the information or the Ignore button to disregard any modifications, this will clear the fields and take
you back to the beginning of the record.

Modify Contacts

Through the actions detailed below, you will be able to modify the registered customer contact information.
In the Customers section, click on the Edit icon (Sel. column) of the client contact to which the information changes will be made.
Enter the new information in the corresponding fields.
Press the Save button.

Delete Contacts

To delete the client's contact, perform the following steps:
In the Customers section, click on the Edit icon of the client you wish to delete.
Click on the Delete button.
The Customers section will appear:
Click on the Insert icon to add a new customer contact.
Click the Ignore button to return to the initial Search of Customers screen.



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