Contacts / Requesters Tab – Customers Module

The following table describes the fields / columns displayed in the Contacts / Requesters List:

• Name — The name of the contact or requester.

• Job title — The job title of the contact, commonly displayed for internal employees. For example, an employee in your organization who is the primary contact for this customer.

• Work / Mobile Phone — The work and / or mobile phone of the contact or requester, retrieved from the individual's record.

• Repair Center — The repair center with which the individual is associated.

• Primary? — A check mark to indicate if this individual is a primary contact or requester for this customer. Multiple records can be designated as primary. Records flagged as primary will have a check mark icon in the column.

To add a requester or contact for this customer:

1. Click the Add button.

   The Contact module lookup opens, allowing you to select one or more contacts.

2. Locate the contact you want to add.

   You can use the Type filter to specify if you want to add a requester, employee, contractor, or external contact. The window defaults to contact.

3. Click the contact you want to add.

   The contact will be listed in the My Selection(s) area at the bottom of the window.

4. Continue selecting additional contacts as needed.

   To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

5. Click the Apply button.

   The Contact module lookup closes, and the new contacts is added to the Requester / Contacts List.

6. Click the Save button.

   Your changes are saved.

To modify a requester / contact:

1. Click the row for the row you want to modify.

   The Contacts / Requesters window opens.

2. Make your changes.

3. Click the Apply button.

   The Contacts / Requesters page appears.

4. Click the Save button.

   Your changes are saved.

To remove a requester / contact:

1. Click the check box to the left of the contact you want to remove.

   A check mark appears, indicating the record has been selected.

2. Continue to select any additional contacts you want to remove.

3. Click the Remove button.

   The contacts are removed.

4. Click the Save button.

   Your changes are saved.