Viewing contact person information for a customer

View Customer Record - A summary of the activity

Unified Glossary

Basics of using a Ramco Enterprise Series Web Page

Using Online Help

In this page you can select the address ID of the sales point and view the contact person details. The system displays contact person information for a customer such as name, designation, department, address details, contact phone number, e-mail, fax number, visiting hours, birth date and marriage date.

The “View Contact Person Information” page appears.

Date Format

The format in which the date fields appears in this page. This format is displayed from the "User Preferences" business component based on the login user id. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

The system displays the following fields in the “Customer Details” group box:

Customer #

The code identifying the customer for which the contact person information is displayed

Customer Name

The name of the customer

Address ID

Use the drop-down list box to select the address ID for which the contact person information must be displayed. The system lists all the address IDs associated with the customer in the “Create Customer” page.

The system displays the following details in the “Contact Person Details” multiline:

Name

The name of the contact person

Designation

The designation of the contact person

Department

The department name of the contact person

Address 1

The first line of the address of the contact person

Address 2

The second line of the address of the contact person

Address 3

The third line of the address of the contact person

City

The name of the city

Zip

The zip code corresponding to the address

Country

The name of the country

Phone

The phone number of the contact person

E-Mail

The e-mail ID of the contact person

Fax

The fax number of the contact person

Visiting Hours

The time period during which the contact person is permitted to visit the company

Birth Date

The birth date of the contact person

Marriage Date

The marriage date of the contact person

Remark

Any remark regarding the contact person

Default

Indicates whether the contact person must be set as default

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