Providing your company contact information

In order to support Contact Us links on the portal, you must provide your company contact information in the back office.

This information must be specified in all sites of the portal site group.

Company address, phone and email

On the General Parameters form, specify your company contact information on the Address tab. All of this information except the site and email address is displayed on the portal Contact Us page. The email address is used in these cases:

  • When customers submit a question or comment from the Contact Us page. If no email address is specified on the General Parameters form, then the Send Questions or Comments button is not displayed on the portal.
  • When the Buy Again feature is not available on the Order Status page. This may be because the item is no longer active on the portal. See the "Reordering items" section of How online ordering works.

Salesperson name, phone, and email for customer ship-to addresses

When customers log into the portal, the Contact Us page lists contact information for the salesperson who is assigned to each of that customer’s Ship-To addresses. This information is required in the back office:

  • On the Salespersons form, make sure each salesperson has a Reference Number, either an employee number or a vendor number. The salesperson’s phone number and email address on the portal Contact Us page is taken from the appropriate Employee record for inside salespeople or Vendor record for outside salespeople.
  • On the Employees or Vendors form, as appropriate for the salesperson in the previous step, make sure that the Business Phone and Email Address fields (Employees) or Contact Phone and External Email fields (Vendors) are completed.
  • On the Customer Ship-Tos form, select a Salesperson code for each Ship To address for each portal customer. This is the salesperson whose information will appear on the portal Contact Us page. If you do not specify a Salesperson code, the “Salesperson: Contacts” information on the Contact Us page will be blank.
Note: For Customer Portal users who are assigned to a reseller, the Salesperson field is populated automatically with the reseller’s salesperson ID when the customer is registered online.

See Adding customers for a reseller and Creating user accounts with the utility.