Customer Inquiries Contacts (SU45/C1)

 
The Customer Inquiries Contacts (SU45/C1) view displays contact information created in either:

• Maintain Customer Contacts (SU20)
  OR
• Web Contacts (EC30)

Contact information is created in either SU20 or EC30, depending on your set up in Company Control Initialization (CC00/Contact Management).

• Note: Because the primary purpose of the Customer Inquiries Contacts view is to allow you to display information entered for the customer and/or prospect from other programs, you cannot edit any of the fields in the Results grid or on the Details page. If you wish to modify any of the fields for a record, you must do so using the program(s) from which the original data is derived.

The following fields are available on the Customer Inquiries-Contacts view and are based on the order in which they appear in the grid on the search page:

• Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all Customer Inquiries-Contacts records.

• CM Contact Key - displays the system generated key associated with every contact record.

• Customer Code - displays the Customer Code assigned to the contact record.

• First Last Name Key - displays the First and Last name of the contact.

• First Name - displays the First Name of the contact.

• Job Title - displays the Job Title associated with the contact.

• Telephone Numbers - displays the Telephone Number for the contact.

• Extension Number - displays the Extension Number for the contact (if entered in SU20/EC30).

• E-Mail Address - displays the E-Mail Address associated with the contact.

For information on the functionality of each button on the Contacts (SU45/C1) Search Criteria Results/Grid page, click here.

Contacts (SU45/C1) - Details Page

• Note: Because the primary purpose of the Customer Inquiries Contacts view is to allow you to display information entered for the customer and/or prospect from other programs, you cannot edit any of the fields in the Results grid or on the Details page. If you wish to modify any of the fields for a record, you must do so using the program(s) from which the original data is derived.

The following list defines every field in the Details page:

• In the Main Context section, the Company, CM Contact Key and Customer Code display as reference information for the record you are viewing.

• In the Address Information section:
  • Contact Name - displays the Contact Name associated with the Company/CM Contact Key/Customer Code record.

  • Address 1 - displays the first line of the Address for the contact.

  • Address City - displays the City for the contact.

  • Country - displays the Country for the contact.

  • Address Zip/Postal Code - displays the Postal/Zip Code for the contact.

• In the Telephone Contact Information section:
  • Telephone Numbers - displays the Telephone Number for the contact.

  • Extension Number - displays the Extension associated with the telephone number (if applicable).

  • Fax - displays the Fax number for the contact.

• In the Web Information section:
  • Web Address - displays a link to the web address entered for the contact.

• In the Other Information section:
  • E-Mail Address - displays the email address for the contact.

  • UNC to Client Document Folder - displays the location of a network resource, such as a directory or document/file.

The Related section at the bottom of the page contains links to related resources for the current record. The following links are available:

• Customer Master (SU13)
• Account Notes
• Account Notes-Consolidated

For information on the functionality of each button on the Contacts (SU45/C1) Details page, click here.