Company and agent contacts give a better view of the account structure and of who you can contact for specific information. A company contact handles any communication, contact, or interaction on behalf of the company. Multiple contacts can be linked to a company.
To create a new company contact
- From the home page, do one of the following to open the seek page:
Press CTRL+B on your keyboard.
Click Relation in the top bar, select Company, and then Company.
-
Modify the fields as appropriate.
Company seek details Company name
Optionally, enter the company name.
Zip code
Optionally, enter the zip code of the company.
Street
Optionally, enter the address of the company.
City
Optionally, enter the city of the company.
Country
Optionally, enter the country of the company.
A/R number
Optionally, enter the accounts receivable number of the company.
Bank account
Optionally, enter the bank account name of the company.
Comp number
Optionally, enter the company profile number.
Account code
Optionally, enter the account code of the company.
VAT number
Optionally, enter the VAT number of the company.
-
Click Confirm. The Browse company page displays.
- Do one of the following to view the company profile.
Select the appropriate company and click Confirm (
)Double-click the appropriate company.
-
Click the Contact (
) icon. A PMS message displays if no company contact exists and asks to add a new company contact.When the company already has multiple contacts linked, the Browse contact page displays after clicking the Contact (
) icon. Click the Create new (
) icon to add another company contact. -
Click Yes. The new company contact page displays.
-
Modify the fields as appropriate. An asterisk (*) indicates a mandatory field.
Contact details Status
Optionally, give the contact the active or inactive status.
* Name
Enter the last name of the contact.
Title
Select the title from the drop-down list. In the two fields behind the title, you can enter the contact's first name and the prefix.
Department
Optionally, link a specific company department to the contact.
Click the ellipsis
to search for an existing department. If no department exists, a PMS message displays asking to create one.Address
Enter the address of the contact.
Zip/City
Enter the contact's zip code in the first field and the city in the second field.
Country
Select the country of the contact from the drop-down list.
Phone
Enter the phone number of the contact.
Mobile
Enter the mobile number of the contact.
Fax
Optionally, enter the fax number of the contact.
Email
Enter the email of the contact.
Profession
Optionally, enter the profession of the contact.
Date of birth
Optionally, enter the date of birth of the contact.
Language
Select the language for the contact from the drop-down list.
Memo
Optionally, enter extra information about the contact.
Assign to user
Optionally, assign a property user to the contact.
Mailgroups exclude
Optionally, drag and drop to the right window the mailing selections in which the contact may not participate. Exclude means that the contact is not included on any specific mailing lists.
The mailing tab works with the Mailing Wizard tool in APMA. It allows the user to link a contact to a specific mailing. Linked contacts are included in those mailings.
Mailgroups include
Optionally, drag and drop to the right window the mailing selections in which the contact may participate. Include means that the contact is included on any specific mailing lists.
The mailing tab works with the Mailing Wizard tool in APMA. It allows the user to link a contact to a specific mailing. Linked contacts are included in those mailings.
-
Do one of the following:
-
Click Save (
) to save your company contact profile. -
Click Cancel (
) to discard your changes.
-
Linking a company contact to a different company profile
What's next?
How to view company contacts