Modifying Company Contact Record for Automatic Emails

This tutorial will show how to manage email on a company profile.  When an email is set-up in this record, the CoA generated with that specific customer number will be automatically sent to the email specified.

1. Log-In Screen

1.0  Log-In Screen

From Sharepoint site navigate to the Log-In Screen for your geographical location

  1. Enter your User Name and Password then click "Log In"
2.0  Navigate to Address Manager ( Customer Manager)
  1. Click to expand Administration menu item
  2. Click to expand Companies
  3. Click on update

3. Enter Search Criteria

3.0  Enter Search Criteria
  1. To find the necessary customer profile, a search can be conducted using either Customer #, Company Name or both.
  2. Click on the binoculars icon when search criteria is specified in the appropriate text boxes

To search by partial company name enclose the text by "%".  For example typing in %test% will find all company names that contain word "Test" in it.

4. Add a New Customer Contact

4.0  Define Customer Contact

Section "Multi Contact" is used to set-up contact name and email for automatic CoA email.

 

4.1. Add Contact

4.1  Add Contact

4.2. Provide Contact Information

4.2  Provide Contact Information
  1. Add Contact Name (If available)
  2. Add email address
  3. Other information like Department, Position, Address, Phone and Fax Number can also be added but are not necessary for the purpose of emailing a CoA

4.3. Save Contact

4.3  Save Contact
  1. Click on the save button to save this contact information.

5. Delete an Existing Customer Contact

  1. Select check box next to contact row
  2. Click on "X" button to delete

6. Revise Existing Contact

  1. Overwrite the Contact Name field with new value
  2. Overwrite the email address with a new value
  3. Press Save button

Another option to revise an existing contact is to delete the old row (step 5) and add a new contact (step 4)