Enter Customer Contact
Explanation
This activity is used to enter the contact names and information related to a
customer on a support agreement. You can add the contacts that are defined here
to a case, using the Add Contact from Support Agreement
right mouse button option. However, if the Support to
Named Contacts Only check box is selected, a message will appear if a
contact who is not specified in the support agreement is connected to a case.
This indicates that only authorized contact persons are allowed to use the
support agreement.
Prerequisites
- A support agreement must have been created in the
Support
Agreement window.
- The value to be entered in the Contact Name field
must have been entered in IFS/Enterprise/Customer
or should be a registered user
for IFS Applications.
System Effects
- Customer contacts will be
defined for the support agreement and e-mail messages regarding the case can be sent to
the contact using this information.
- You can specify that
only authorized contact persons are allowed to use the support agreement.
Window
Support
Agreement
Related Window Descriptions
Support Agreement
Support Agreement/Customer Contacts
Procedure
- Open the
Support Agreement window and
query for the relevant record.
- Click the
Customer Contacts tab.
- Select a row on the lower table and double-click to create a new
contact (F5).
- Enter a value in the Contact Name field. Use
the Add Contact From Customer
right mouse button option to select a contact
name related to the particular customer, or the Add Contact from User
right mouse button option to
select a contact name from all the users.
- Optionally, enter values in the Job Title, Email, Phone
and Mobile fields.
- Optionally, select the Main Contact, Mail To
and Mail Cc
check boxes.
- Optionally, enter a value in the Comments field.
- Save the record (F12).