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

1. Open the Support Agreement window and query for the relevant record.
2. Click the Customer Contacts tab.
3. Select a row on the lower table and double-click to create a new contact (F5).
4. 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.
5. Optionally, enter values in the Job Title, Email, Phone and Mobile fields.
6. Optionally, select the Main Contact, Mail To and Mail Cc check boxes.
7. Optionally, enter a value in the Comments field.
8. Save the record (F12).