Contacts

The Contacts dashboard shows all contacts that have been created for your customers. Select a name to open the contact details page to view or edit the contact's information.

You can create a contact by selecting New on the Contacts dashboard. A contact can also be created from the customer or service call using a Quick Create window and from Business Central. Contacts will synchronize between WennSoft Service and Business Central.

Viewing Contacts

1. In the Service Operations sitemap, select Contacts.

2. The Contacts dashboard displays the existing contacts.

3. The columns display the following information:

   • Full Name

   • Email

   • Company Name

   • Business Phone

4. Select a contact to view their record or select New to create a new contact record.

Creating/Editing a Contact Record

1. In the Service Operations sitemap, select Contacts.

2. Select a contact to view their record or select New to create a new contact record.

Summary Tab

1. In the Contact Information section, complete the following fields as needed:

2. First Name (required)

   • Last Name (required)

   • Job Title

   • Customer Account

   • Email

   • Business Phone

   • Fax

   • Mobile Phone

   • Primary Time Zone

   • Preferred Method of Contact

3. In the Address section, enter the physical address for the contact.

4. In the Company section, select the company the contact represents.

5. In the Timeline section, after saving the new record, you can add notes and attachments.

Details Tab

1. In the Person section, enter the following information as needed.

   • Gender

   • Marital Status

   • Spouse/Partner Name

   • Birthday

   • Anniversary

2. In the Personal Notes section, enter any notes about the contact.

3. In the Contact Preferences section, select the contact’s preferred method of contact.

The Marketing and Billing sections are not used with WennSoft Service.

Scheduling Tab

On the Scheduling tab, enter the Latitude and Longitude information for the physical location.

Files Tab

After saving the Contact form, the Files tab is enabled. You can view and add files to the Contact record.

Creating a Contact Using the Quick Create Window

1. To add the contact on the customer or service call record, select Customers or Service Calls from the sitemap, then select the entity to open the respective record.

2. Click in the Primary Contact field and then select New Contact.

3. In the Quick Create window, enter the contact information as needed.
   The fields include:

   • First Name (required)

   • Last Name (required)

   • Job Title

   • Customer Account

   • Contact Information

4. Select Save and Close. You can enter additional information by going to the Contacts dashboard and selecting the contact name.

Deactivating a Contact

Deactivating a contact means the record will be marked as inactive and will no longer appear in active lists or views. You can reactivate it later if needed.   There may be records in the system that continue to reference these inactive records. A deactivated contact can be reactivated.

1. In the Service Operations sitemap, select Contacts.

2. Select the contact you want to deactivate.

3. In the command bar, select Deactivate and confirm the deactivation. The account is deactivated and listed under the Inactive Contacts view.

Deleting a Contact

Deleting the contact will delete all records under the contact (for example, Social profiles, opportunities, activities, and cases). To keep the records under the contact available for further use or reporting, the record should be deactivated, not deleted.

The record cannot be deleted if it is associated with another record.

Deleting the contact:

1. In the Service Operations sitemap, select Contacts.

2. Select the contact you want to delete.

3. In the command bar, select Delete and confirm the deletion.