Updating Contact Information for a Customer

In this topic, you will learn how to update contact information for a customer.

Steps:

1. Begin by navigating to the Contact Information page.

    

   Click the Main Menu button.

   Step 1

2. Click the Customers menu.

   Step 2

3. Click the Contact Information menu.

   Step 3

4. Click the Look up SetID (Alt+5) button.

   Step 4

5. Click the USCSP link.

   Step 5

6. Click the Add a New Value tab.

   Step 6

7. Click the Add button.

   Step 7

8. Click in the Name field.

   Step 8

9. Enter the desired information into the Name field.

    

   Enter "Maria Gunther".

   Step 9

10. Click in the Title field.

    Step 10

11. Enter the desired information into the Title field.

     

    Enter "AP Accounting Support".

    Step 11

12. Click the Contact Customers link.

    Step 12

13. Click the Look up Customer SetID (Alt+5) button.

    Step 13

14. Click the USCSP link.

    Step 14

15. Click the Look up Customer ID (Alt+5) button.

    Step 15

16. Click the SPN0000006 link.

    Step 16

17. Click the Look up Location (Alt+5) button.

    Step 17

18. Click the 1 link.

    Step 18

19. Click the Contact Information link.

    Step 19

20. Click the Add a new row at row 1 (Alt+7) button.

    Step 20

21. Click the Choose a date (Alt+5) button.

    Step 21

22. Click the desired date.

    Step 22

23. Enter the desired information into the Name field.

     

    Enter "Camille Jackson".

    Step 23

24. Enter the desired information into the Title field.

     

    Enter "AP Supervisor".

    Step 24

25. Click in the Email Address field.

    Step 25

26. Enter the desired information into the Email Address field.

     

    Enter "cjackson@gernz.com".

    Step 26

27. Click the Contact Phone and Type link.

    Step 27

28. Click the Look up Phone Type (Alt+5) button.

    Step 28

29. Click the BUSN link.

    Step 29

30. Click in the Phone Number field.

    Step 30

31. Enter the desired information into the Phone Number field.

     

    Enter "4045641913".

    Step 31

32. Click in the Extension field.

    Step 32

33. Enter the desired information into the Extension field.

     

    Enter "321".

    Step 33

34. Click the Add a new row at row 1 (Alt+7) button.

    Step 34

35. Click the Look up Phone Type (Alt+5) button.

    Step 35

36. Click the FAX link.

    Step 36

37. Click in the Phone Number field.

    Step 37

38. Enter the desired information into the Phone Number field.

     

    Enter "4045641901".

    Step 38

39. Click the Contact Information link.

    Step 39

40. Click the Contact Customers link.

    Step 40

41. Click the Documentation link.

    Step 41

42. Click the Look up Document Code (Alt+5) button.

    Step 42

43. Click the INVC link.

    Step 43

44. Click the Preferred Communication list.

    Step 44

45. Click the Standard Mail list item.

    Step 45

46. Click the Save button.

    Step 46

Congratulations, you have successfully learned how to update contact information for a customer.

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