The Contacts / Delivery tab of the customer record holds two grids: the Contacts grid (contact persons for the customer) and the Delivery Address grid (delivery locations for the customer). Multiple rows can be stored in each, and one row in each grid can be designated as the primary contact / default delivery address.
Manage contacts for a customer using the Contacts grid. Multiple contacts can be stored per customer, and one can be designated as the primary contact.
| Full Name |
The contact's full name. This field is required and must be unique within the customer's contacts. |
| Email Address |
The contact's email address. |
| Phone No |
The contact's primary phone number. |
The following fields are available but not shown by default. Use the column selector to display them.
| Role |
The contact's job title or role. |
| Phone No 2 |
Secondary phone number. |
| Phone No 3 |
Additional phone number. |
| Comment |
Notes about the contact. |
| Custom 1 |
User-defined custom field. |
| Custom 2 |
User-defined custom field. |
| Category 1 |
Contact category for classification. |
| Category 2 |
Additional contact category for classification. |
| Inactive |
Marks the contact as inactive. |
The following fields are maintained by the system and cannot be edited:
| Contact ID |
Read-only. System-generated unique identifier for the contact. |
| Rec No, Line No, Is Primary |
Read-only. Internal system fields. |
One contact can be designated as the primary contact. The primary contact row is visually highlighted with a colored left border and background. The primary contact's name, email, and phone are displayed in the customer header when viewing the customer record.
Manage multiple delivery addresses for a customer using the Delivery Address grid on the same tab. One address can be designated as the default delivery address.
| Delivery Code |
A unique code identifying this delivery address. This field is required and must be unique within the customer's delivery addresses. |
| Delivery Address 1-5 |
The delivery address lines. |
| Delivery Post Code |
The postal or ZIP code for the delivery address. |
| Delivery Country Code |
The country code for the delivery location. |
The following fields are available but not shown by default. Use the column selector to display them.
| Shipper Code |
The shipping method or carrier for deliveries to this address. |
| Latitude |
The latitude coordinate for the delivery address. |
| Longitude |
The longitude coordinate for the delivery address. |
| Custom 1 |
User-defined custom field. |
| Custom 2 |
User-defined custom field. |
The following fields are maintained by the system and cannot be edited:
| Address ID |
Read-only. System-generated unique identifier for the delivery address. |
| Rec No, Address No |
Read-only. Internal system fields. |
One delivery address can be designated as the default. The default delivery address row is visually highlighted with a colored left border and background. The default delivery address is displayed in the customer header when viewing the customer record.