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Defining Customer Contacts

This topic discusses how to define contacts for a customer.

Page Name

Definition Name

Usage

Person - Contacts

RD_CONSUMER_REP

Maintain the list of contacts for a person.

You can only define contacts for a person with the consumer role.

Company - Contacts

RD_COMPANY_CNTCT_2

Maintain the list of contacts that are defined for a company.

Site - Contacts

RD_SITE_CNTCT_2

Maintain the list of contacts for a site.

Create Contact of <object>

RBQ_QCREATE

Create a contact of a company, consumer, or site.

Modify <contact>

ABE_DETAIL

Maintain contact information entries for a contact of a company, consumer, or site. This page is similar in format and usage to the Create Contact of <customer> page.

Use the Contacts page (RD_CONSUMER_REP, RD_COMPANY_CNTCT_2 or RD_SITE_CNTCT_2) to maintain the list of contacts for a person, company, or site.

Navigation

  • select Customers CRM, then select Add Person or Search Person, then select Person, then select Details or Summary

    Click the Add Consumer Information or Edit Consumer Information link.

    Select the Contact Info tab and click the Contacts link.

  • select Customers CRM, then select Add Company or Search Company, then select Company, then select Details or Summary

    Select the Contact Info tab, and click the select Contacts link.

  • select Customers CRM, then select Add Site or Search Site, then select Site, then select Primary

    Select the Contact Info tab.

    Click the select Contacts link.

Image: Contact Info - Contacts page

This example illustrates the fields and controls on the Contact Info - Contacts page. You can find definitions for the fields and controls later on this page.

Contact Info - Contacts page

This page enables you to add contacts of a customer business object and edit or inactivate existing contacts.

Use the Create Contact of <object> page (RBQ_QCREATE) to create a contact of a company, consumer, or site.

Navigation

Click the Create Entry button on the Contacts page for a company, consumer, or site.

Image: Create Contact of <customer> page (1 of 2)

This example illustrates the fields and controls on the Create Contact of <customer> page (1 of 2). You can find definitions for the fields and controls later on this page.

Create Contact of <customer> page (1 of 2)

Image: Create Contact of <customer> page (2 of 2)

This example illustrates the fields and controls on the Create Contact of <customer> page (2 of 2). You can find definitions for the fields and controls later on this page.

Create Contact of <customer> page (2 of 2)

The first section of this page contains information about the customer, to provide context for the contact that is being added.

Contact

Enter contact information about the contact in this section.

Purchasing options appear after you create or update a contact only if option is enabled on the parent component's primary page. The contact must have at least one address defined before you can select purchasing options.

Field or Control

Definition
Sold To Contact, Bill To Contact, and Ship To Contact

Select whether the contact is primary or non primary for each purchasing option that appears. The available purchasing options are inherited from the customer's purchasing options. If you do not select a value for the purchasing option, the contact is not enabled for that option.
Search Existing Person

Click to search the database for a person whose information matches the information that you enter on this page. A page appears on which you can select a person to add as a contact.
Use <customer> Address

Select to use the customer's address for the contact.