Entering Customer Contact Roles
Use the Contacts Roles alternative region to define roles for your contacts, such as Bill-To, Ship-To, Statements, or Marketing. Contact roles let you assign a contact to a particular business purpose or function. For example, you may have a customer address with a Ship-To and Bill-To business purpose. If you have two contact people for that address (for example, a shipment receiving agent and an accounts payable clerk), you may want to assign a Ship-To role to one and a Bill-To role to the other.
Contact roles are for informational purposes only.
Prerequisites
To enter customer contact roles:
1. Navigate to the Customer Summary or the Customers window.
2. Query the customer to which you want to assign a contact role.
3. If you are using the Customer Summary window, choose Open, then continue with this step.
If you are assigning a role to a customer contact, skip to the next step.
If you are assigning a role to an address contact, open the Addresses alternative region. Select the address to which you want to assign the contact role, then choose Open.
4. Open the Contacts Roles alternative region.
5. Select the contact to which you want to assign a role.
6. Use the list of values in the Description field to indicate the contacts function. Each contact can have multiple roles.
7. To indicate that this is the primary role for this contact, check the Primary check box. A contact can have only one primary role.
See Also
Customers
Contacts and Roles Field Reference
Enter customers