Contacts

Creating a Contact

The Contacts window displays the contacts associated with the customer, location, or vendor. The contact's information displays beneath the contact name.

Capturing Data

You can use OCR scanning to extract text from images (such as business cards or labels) and automatically populate certain fields. For more information, see OCR To Capture Text Data.

To create a contact:
- For a customer or location, select Customers and select the customer, or you can expand to view the customer’s locations and then select the location.
- For a vendor, you can add a vendor contact when adding a purchase order or a purchase order line (Appointments > More > PO Line). Select the vendor name, and then select the Primary Contacts drop-down and select + or select the Contacts icon.
On the Contacts tab, select the Add icon.
In the Contact window, enter the following:
- First Name: Enter the contact’s first name. This field has an OCR icon.
- Last Name (required): Enter the contact’s last name. This field has an OCR icon.
- Job Title: Enter the contact’s job title. This field has an OCR icon.
- Preferred Method of Contact:
  - Any
  - Email
  - Phone
  - Fax
  - Mail
- Email: Enter the contact’s email address.
- Mobile Phone: Enter the contact’s mobile phone number.
Select the Save icon.
When you sync your device, the contact will be synced back to WennSoft Service.

Editing a Contact

To edit a contact:
- For a customer or location, select Customers and select the customer, or you can expand to view the customer’s locations and then select the location.
- For a vendor, from the purchase order line (Appointments > More > PO Line). When adding a purchase order or a purchase order line, select the vendor name.
Select the Contacts icon to display the contacts list.
Select the contact and then select More to open the Contact window.
Make any changes that are needed.
Select Save.
When you sync your device, the contact will be synced back to WennSoft Service.