Customer Contact

This tab displays records of any form of contact with the customer.

Each Customer Contact record will display the Date, contact Type, Info, associated Service Address if applicable, the User who contacted the customer, Attachments if applicable, and the Action & Response that the contact was in regards to..

'Email' Contact Types will display the contents of the email.
Attachments can be opened and saved from this window.

Right-Click anywhere on the Customer Contact window for an option to 'Print Selected Contacts'

Add

Select 'Add' to open the 'Customer Contact' menu.

Many Customer Contacts are automatically added by Accu-Trax when sending Emails, Saved Files, or Letters.

Select a 'Contact Type', 'Info', and/or 'Service Address' from the drop down menu for the specified contact.
Describe the Action that was taken or requested and the resolution of the contact.

'Contact Type' and 'Contact Info' drop down menus can be edited in 'Company Settings' > 'Drop Downs'

Edit

There are two ways to edit a Customer Contact:

Select a contact record and click the 'Edit' option in the upper right of the Customer Contact window.

This edit type will allow changes to Contact Type, Info, Service Address and the Action & Resolution

Select the 'Edit' option in the lower right of the Accu-Trax main menu.

This edit type will only allow quick edits to the Action & Response (Resolution)

Change Log

Any changes made by either edit option can be reverted in the Change Log by following Customer Tools > Change Log, finding the Customer Contact changes, and selecting 'Rollback'.

See Edits and Undo's for more information