Creating a contact record

  1. In the Contacts app, click the Expand icon.
  2. Click an entity tab.
  3. Click New.
  4. Specify information for the contact. Click Save after you add information to each of these sections:
    • CRM Integration

      If the Enable Do Not Contact Fields for CRM Integration option is selected in SA Administrator Options-Integrations-CRM Integration Options, the Do Not Solicit fields are selected by default. These settings are used to notify customer service reps or any users who use the Contacts application how to handle any solicitation to the contact. These settings apply to all phone numbers, email, and mailing addresses set up for the contact. Use the settings to ensure your company adheres to consumer protection laws that may require that you gain permission from your customer or vendor before contacting them. Review each field and select or deselect, based on the contact's preferences.

      Note: The settings for these fields are sent in API calls and the ContactMaster BOD to your CRM application.
    • Subjects

      By default, the contact is tied to the entity for which you created the contact. For example, if you create a contact in Customer Setup, the contact is identified as a customer subject type. The primary key is the customer number. You can add a secondary user-defined key to the default subject. You can also add additional subject types with user-defined primary and secondary keys.

    • Phone Numbers
    • Email Addresses

      Select the Shipment Notice option to send shipment notices to this email address.

    • Fax Numbers
    • Addresses

    Select Primary to indicate the primary phone number, email address, fax number, and email address for the contact.

    Alternatively, click Import to import the information from the entity record to the contact record.

  5. Click Save.
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