Add Customer Contacts

Each customer that you have stored in Acctivate can have an unlimited number of contacts. Each contact is a unique person in that organization where you can store their name, title, phone number, email address and more.

Adding customer contacts:

Note: Contacts are entered while in “save” mode. Do not click edit to enter into edit mode before beginning to add a contact.

  1. Open the Customer window by selecting Customer > Customer Information.
  2. Find the customer that you want to add a contact to.
    Click the Lookup button to select a current customer or click the Add New Customer button to add a new customer (refer to: How do I add new customers?).
  3. Select the Contacts tab.
  4. Click the Add New Contact button from the Customer window toolbar. 
  5. In the Contact ID field, type an id for the contact.
  6. In the Name field, type the name of the contact.
  7. In the Title field, type the job title of the contact (not required).
  8. Check the Active checkbox (if not already checked) if you want this new contact to be active.
  9. Enter all relevant contact information in the Phone, Fax, Email, Alternative Phone, Mobile, and Pager fields.
  10. Click the Save button.
  11. The new contact you just made will appear in the Contact field drop-down list.

Viewing customer contacts:

  1. Open the Customer window by selecting Customer > Customer Information.
  2. Find the customer that you want to add a contact to.
  3. On the Contacts tab, click the Contact field drop-down menu.
    All contacts for that customer will appear.
  4. Select a contact and their information will populate the different fields.

Removing old customer contacts:

  1. Open the Customer window by selecting Customer > Customer Information.
  2. Find the customer that you want to add a contact to.
  3. On the Contacts tab, click the Contact field drop-down menu.
    All contacts for that customer will appear.
  4. Select the contact that you want to remove.
  5. Click the Delete Current Contact button from the Customer window toolbar.
  6. The contact has been removed from the system.
Posted in Customer - Last modified on April 26, 2017Brad Bearden
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