Customer Contact - Main

Open Menu > Work Management > Customer Contact to maintain a customer contact.

Note: A zone exists in the dashboard that can be used to easily create new customer contacts.

Description of Page

Enter the Person ID of the person associated with the customer contact.

Turn on the Open switch if the event that necessitated the contact hasn't been resolved. For example, if a taxpayer calls asking for some information and you can't resolve it immediately, you would turn on the Open switch and enter an appropriate entry in the Log.

Enter the Contact Date and Contact Time.

Note: The current date and time are defaulted.

The User ID of the user who created the contact is displayed adjacent to Contact Date / Time.

Every customer contact has a Contact Type that classifies the record for reporting purposes. Every contact type, in turn, references a Contact Class. The class categorizes customer contacts into larger groupings for reporting purposes.

Note: Adding a customer contact may cause a letter to be generated. You can set up a customer contact type to generate a form letter whenever a customer contact of this type is added. In fact, this is the only way to generate a letter in the system. Refer to Customer Contacts Are Used To Trigger Letters for more information.

Use Comments to describe the contact.

If a letter template is associated with the customer contact type / class:

The grid that follows contains a diary of past (and future) events related to the customer contact. Refer to A Customer Contact May Trigger Reminders for more information about when you would use this log.

There are two ways to add a row to the log:

Regardless of the method used to add a log entry, the following information appears on a log entry:

Note: Multiple reminders. You can set up multiple reminders on a customer contact. For example, you can indicate that you want to be reminded every Monday for the next 4 weeks to check on the issue that caused a given customer contact to arise. You'd do this be entering 4 log entries where each as the desired Trigger Date.