Client Management Additional Customer Data Entry Billing Contacts
Additional Customer Data Entry (continued)
Billing Contacts (continued)
Phone Numbers
Of the four possible types of phone numbers on the Contact Customer Information form, an entry is only required in one of these phone number fields to be able to save the Contact record. When typing in phone numbers into any of the fields, do not enter any punctuation such as dashes, parenthesis or spaces. Once the number is typed in (all 10 digits) and the User presses the tab key, the application will automatically format the phone number.
Telephone & Ext – Enter the primary billing telephone number in this field. If a telephone extension is provided, it may be entered into the Ext field. The User may enter up to 5 numbers into the Ext field.
Mobile – If available, enter the mobile (cellular) telephone number in this field.
Pager – If available, enter the pager telephone number in this field.
Fax – If available, enter the fax telephone number in this field.
Email – Enter a valid email address for the Contact. This field is optional but highly recommended.
Contact Notes
This is a free form 255 character field to enter important information about the Contact. This field is informational purposes only. Contact notes only prints on the Customer Report if Contacts is one of the selected report options.