Contact Roles
Big Business includes Contacts which are linked to Customers or Vendors to handle a few basic functions:
• you can list Ship-To Addresses for a customer for easy selection
• you can list Email Addresses for a customer for easy sending of PDF's
Contact Roles are checkboxes that let you set a Contact as:
• Refundee - to set a Mailing Address for Refund Checks
• Email Statements - to set an Email Address for Emailing Statements
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Chapter 6 Contact
Contact helps you manage Additional Contacts from Customers, Vendors, Employees. Contact also includes Notes used for system notifications and messages to other users.
Customers are often companies and their Contacts are people, roles, ship-to addresses. For a large customer you may have hundreds of Ship-to's invoiced as one big company.
Contact provides the tools to manage lookup and linking so you have Ship-To's, Email Addresses, and presets like Sales Tax or Ship Method easily selected and ready to use.
Customer Ship-To's
Customer Ship-To's are the main use for Contact especially with your large customers.
On Quote, Order, or Invoice after selecting Customer, click Other in Ship-To to choose a Contact to fill in Shipping Name, Address, Email, Tax Status, Store, and much more.
Choose Live List in My Prefs, Dialog Prefs, to use a dynamic list with column Filters. Filter to find addresses instantly among hundreds of Ship-To's for national customers.
Customer Email Addresses
Customer Email Addresses is another popular use for Contact for emailing to multiple.
In Print Options for a Quote, Order, or Invoice choose Send Email To and select a few. Contacts for the customer will be listed and selectable by name or title to send as CC's.
Note Done
Note Done lets you mark a task, system notification, task from another user, as Done.
Note Done can be added as a column in MyNotes and then clicked to check it as done. Done also appears on the Note window under the Schedule Date and Time options.