1. Go to the Sales Menu and Click on the Contacts Sub-Menu or
click on the Contacts icon next to a particular customer, prospect or lead
2. Click on the Add New button to add a new contact for a particular customer
3. Enter the customer/account name, contact name, type, title and status
4. Add a phone number, email address and select some email optionsNote:
If statements or invoices are to be sent via email, an email address is required.Statements Via Email:
If set to "Yes", a statement document will be emailed automatically during the End of Day process on a chosen day. Contact I.T to enable. Invoices Via Email:
If set to "Yes", an invoice document and a BOL(if applicable) will automatically be emailed as soon as an order is invoiced. Bulk Invoices Via Email:
If set to "Yes", one email will be sent out weekly containing all of the current open invoices. Contact I.T to enable. Statement in Bulk Email?:
If set to "Yes" and Bulk Invoices Via Email set to "Yes", a statement will be included in the weekly bulk email along with the open invoices.
Auto Fill (Statements): Contact email addresses set to "Yes" will be autofilled in each subsequent email with the option to send AR Statements.
Auto Fill (Sales): Contact email addresses set to "Yes" will be autofilled in each subsequent order email with the option to send BOLs and/or Invoices.
*Any autofill option that has yes selected will not automaticaly email the corresponding documents, but rather autofill each contact email address for future manual emailings.