Gx CRM\Contact Details allows you to create multiple contacts for a customer or prospect, and record their personal contact details such as extension numbers, individual email address etc.  Contact names can then be used to record the correct name against current call details , as the addressee for any letters and mailshots, and for the buyer on sales orders . 

4.   Click on the Contact icon .  This option can also be accessed from any program that has the Contact icon, for example prospect details, customer details, sales orders and credit notes.  

5.    Press the new contact button  or enter a Contact Code.  This is usually the next available number. 

6.   Click the check box next to the Contact Code if this person is the main contact for this customer or prospect. 

7.   Fill in the contact details on the left hand side, including email address if you wish to be able to email this person forms and mail shots directly from Power-Gx.  Note: be careful which case you enter the details in, as letters will export the data exactly as it appears here.  E.g. if you forget capital letters on names, they will appear this way on letters and labels.   Click here for instructions on creating new job titles/positions to add to the Positions drop-down menu.  Remember to select the correct Location (Delivery Address) that this contact is based at if this account has more than one address set up.  If the Location has been setup with Cost Centres select one from the drop down list.  Click the link for instructions on creating delivery addresses .

8.   In the Category box to the right, click the first blank line to display the drop-down menu indicator, click it, then select the main function this contact person will be associated with from the menu.  This will allow you to produce target mailshots to contacts with a specific category to ensure they are addressed to the correct contact person.  Click here for instructions on creating new contact categories.

9.  To add a photograph of a contact person, click on the grey box to the right of Category.  This opens the file browser window where the image file containing the photograph can be located and selected. 

11.  Type any notes you wish to record about this contact person e.g. the days/hours they are available, in the Comments box.

12.   Email Forms - if this contact person's email address is to be used for emailed sales order acknowledgements, invoices or statements, you must tick the relevant check-boxes.

13.   Marketing Status - select a status from the drop-down list.  There are 3 statuses, Legitimate Interest - you have a legitimate interest in sending this contact marketing information, this could be for many reasons, eg. they have placed orders in the past, however, your legitimate interest should be described in full in your company's privacy policy. Opt In - the contact has explicitly asked to receive marketing information. Unsubscribed - the contact has explicitly asked not to receive any marketing information. 

14.  If the customer has been web enabled (see Customer Details for instructions on how to do this) the Web tab will be active.  The prompts on this tab allow you to set up and configure an Web User Account for this contact as follows.  Please note that a Contact for use on your website must have a valid email address.

·     Credit Limit, you may assign the user a credit limit, if they place an order that exceeds this limit the order will be put on query. Epower sites only.

·     Only Allowed Orderpad, tick this checkbox if you want to restrict the user to the items on their Orderpad. Epower sites only.