Customer contacts for each customer display within the Customer Information section in AR Credit & Collections and can be updated through the Customer Setting dialog. 

 

Collection mangers will have access to the Customer Settings > Add or Edit Customer Contact dialog.

 

Figure 40: Add Customer Contact dialog

 

The procedure below describes how to add a new customer contact record to Microsoft Dynamics GP.

 

     Adding a New Customer Contact

1.   In MoversSuite,

2.   Access AR Credit & Collections,

3.   Select a customer using the Filter by Customer option or through Alerts/Tasks selection,

4.   Press Customer Settings and the Customer Settings dialog will appear,

5.   Press Add to access the Add Customer Contact dialog,

Figure 41: Add and Edit customer contact buttons

6.   Enter Contact,

7.   Enter Email address.  The email address will be added as a recipient on a new email message generated through the View/Email Invoices option.  See AR Credit & Collections Output section for details,

8.   Enter Phone and Fax numbers,

9.   Select an Address ID from the available list maintained in Microsoft Dynamics GP.  Each Address ID can only be used once per customer.  If attempting to add a second “PRIMARY” contact for the customer, for example, an error will return,

Figure 42: Warning that appears when a duplicate Address ID is encountered

Important: The Address ID cannot be changed in MoversSuite once it is set.

Note:  Address ID is the only required field needed to add a new contact.

10.  Enter Address (up to three address lines),

11.  Enter City,

12.  Enter State,

13.  Select a Country from the available list maintained in MoversSuite.  Selecting a Country will populate the like-named field below it with the same selection.  The second Country field is a free-form text field that can be set to any value.  This second field is what will be stored in Microsoft Dynamics GP when the record is saved,

14.  Press Done to add the record to those listed in the Customer Settings > Customer Contact Information data grid.

Figure 43: Customer Contact Information section

 Note:  New records or changes to existing records will not be saved until Save is pressed.

15.  Repeat Steps 5 through 14 to add and edit existing contacts,

16.  Press Save to add the record and save changes made to existing contacts. 

Important: Pressing Cancel will discard all new contacts added and edits made.  Press Save to keep all changes.

 

All contact information will be saved in Microsoft Dynamics GP and will display within the contact data grid in AR Credit & Collections sorted in priority by Source (e.g. PRIMARY, SECONDARY, THIRD, etc.).