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Creditor Contacts

This is the first of three tasks in this section of the user manual that describe communications-related functions under the Creditors > Communication menu.

NOTE: The numbering is simply for reference - there is no particular order in which tasks need to be completed and, depending on the Creditor, they might not all be needed.

The list is:

The Contacts screen displays all contacts for a Creditor.

Add Creditor Contact Details

Make sure the required creditor / supplier is displayed (see Create a New Creditor or Retrieve an Existing Creditor).
From the Creditors menu, select Communication > Contacts.
1. Click the Creditors hamburger menu to expand it:
2. Click Communication to expand the Creditors Communication menu:
3. Select Contacts to open the Creditors contacts list screen:
For example, the contacts list screen for SUHC01 - Sudima Hotel Christchurch Airport (three contacts):
Click Insert to add a new entry.
On the Insert Creditor Contact screen, select a Contact Type, enter a Contact Name and fill-in any other contact details required.

For example:
Click Save to keep the changes.

Insert Creditor Contact Screen

If Save is clicked, the Insert Creditor Contact screen re-appears with the (mandatory) Contact Name field empty, waiting for another contact to be entered. This allows further contacts to be added reusing some or all of the precious contacts detail - email domain, web, phone etc but not Contact Name.
Click Exit to discard any changes.

Insert Creditor Contact Fields

Contact Type

The type of contact.

Examples are: AC – Accounts; SA – Sales; RS – Reservations; AD – Administration etc. These must first be set up in Code setup > Messaging > Contact Types.

Contact Types can be used multiple times in this screen - e.g., there can be more than one contact with a Contact Type of 'RS' (Reservations), provided the Contact Name is different for each contact.

Contact Name

The name of the contact. E.g. Ms Catherine Watson. Generic names can also be used—e.g. Reservations, Accounts etc.

Phone Number

The phone number for this contact. The number may be different to other contacts at this supplier.

Mobile Phone Number

The mobile phone number for this contact. The number may be different to other contacts at this supplier.

Fax Number

The fax number for this contact. The number may be different to other contacts at this supplier.

Email Address

The email address for this contact.

Web Address

The web address for this supplier(optional).

NOTE:

When the above entries have been completed, click the OK button to save the contact details. The Contact Name field will be cleared and details of the next contact can be entered. Phone, fax, email and web details are retained, but can be overridden if necessary.

When entries of all contacts for this supplier have been completed, click the Cancel button to return to the Creditor Contacts screen, where an updated list of the contacts is now displayed.