Setup: Customers - Contacts

How to get there: Set Up | Customers | Contacts

From the Set Up | Customers | Contacts tab, you are able to attach Contacts to Customers. This is a one to many relationship from a Customer perspective i.e. a Customer can have lots of Contacts. Contact Names, Job Titles, and Roles can be stored in this area of Timegate Web. Contacts can also be both added to and removed from the customer record using this screen.

Customer Contacts Tab Landing Page

Screen Layout and Fields

Name	Name of the Contact
Job Title	Contact’s job title
Role	The contacts role, associated with the job role - select from the list when searched upon

Screen Actions

Portal Access	Note: This is not an active field.
Self Service	Note: This is not an active field.
Start day of the week	Note: This is not an active field.
Save	Select to Save the Customer record
Delete customer	Select to Delete the Customer record. Before deleting the content, the user will be presented with a screen similar to the one below detailing how many records are linked to the Customer record. To Delete, select OK to confirm, otherwise press Cancel
Refresh	Select to Refresh the screen and discard any unsaved changes
Save	Save a Customer’s Contact details
Add	Select to add a Contact to a Customer

Adding a Contact to a Customer

After selecting Add the following screen is displayed:

Either Select an existing Customer from the list to add (click Select once selected), or select New to create a new Contact

Creating a New Contact

Having selected New from the Select Contact screen, the New Contact screen is displayed. For further information about how to complete this screen and create a new contact, see the following section of this guide: Setup: Contacts - General