Manage customer contact records

A customer is looking for a specific item that your store typically carries, but is currently out of stock. You access Contact Management and create a note to call the customer when the item returns in stock.

1. On the Modules menu, point to Customer and click Contact Management. The Contact Management (Open Issues) window displays.
2. Click Add. The Pick Customer window displays.
3. Locate the customer for whom you want to create an contact note and click Select. The Contact Management (Add) window displays.
4. Enter the name of the contact. This may or may not be the same as the name on the customer account you selected. For example, you might have a customer account set up for Eisenhower Elementary, with a specific contact for Kay.
5. Select the action group to which you want to assign the contact note, such as Sales or General.
6. Select the type of action for the note, such as Courtesy Call or Reminder.
7. If necessary, update the date of the contact note.
8. Select Popup to cause this note to automatically display on the Contact Mgmt Popups window for the assigned employee when he or she logs in to AIMsi.
9. If desired, select a text color to use for this note on the Contact Management (Open Issues) window.
10. Select the employee to whom the contact note should be assigned.
11. If necessary, click Attach to associate any documents with this contact note on the File Attachments window.
12. Enter the reason for the contact note in the left-hand Notes box.

Did you know? Press F4 on your keyboard to automatically add the date, time, and your user name to the note.

13. Click Save.
14. Click Print if you want a printed copy of the contact note.

1. On the Modules menu, point to Customer and click Contact Management. The Contact Management (Open Issues) window displays.
2. Locate the contact note you want to update. You can do this in a variety of ways.

• Enter an exact reference number in the Ref# box and press Search.
• Enter filtering data (the type, dates, keyword, employee, and so on) and press Search.

3. Highlight a note in the grid and click Edit or double-click it. The Contact Management (Detail) window displays.
4. Update any information above the grid as necessary. For example, you might want to remove the popup notation and close the contact note so that it is no longer an active status (clear the Popup check box, enter a Close Date, and select the Closed check box).
5. If necessary, click Attach to associate a document with this contact note on the File Attachments window.
6. Enter additional information about this contact note in the left-hand Notes box.

Did you know? Press F4 on your keyboard to automatically add the date, time, and your user name to the note.

7. Click Save.
8. Click Print if you want a printed copy of the contact note.

1. On the Modules menu, point to Customer and click Contact Management. The Contact Management (Open Issues) window displays.
2. Locate the contact note you want to update. You can do this in a variety of ways.

• Enter an exact reference number in the Ref# box and press Search.
• Enter filtering data (the type, dates, keyword, employee, and so on) and press Search.

3. Highlight a note in the grid and click Edit or double-click it. The Contact Management (Detail) window displays.
4. Revise any information on the page as necessary. For example, enter notes regarding the contact in the right-hand Notes box, perhaps indicated that you returned a call but didn't get an answer. Or, you might remove the Popup requirement or change the assigned employee.

Did you know? Press F4 on your keyboard to automatically add the date, time, and your user name to the note.

5. If no further action is required for this contact record, enter the current date in the Close Date box and select the Closed check box. This will remove this record from displaying on the Contact Management (Open Issues) window.
6. Click Save.
7. Click Print if you want a printed copy of the contact note.

1. On the Modules menu, point to Customer and click Contact Management. The Contact Management (Open Issues) window displays.
2. Locate the contact note you want to delete. You can do this in a variety of ways.

• Enter an exact reference number in the Ref# box and press Search.
• Enter filtering data (the type, dates, keyword, employee, and so on) and press Search.

3. Highlight a note in the grid and click Edit or double-click it. The Contact Management (Detail) window displays.
4. Click Delete.
5. On the pop-up that displays, click Yes.