- Open the Master File record (Customer, Job, Prospect, or Vendor) you want to add Contacts to.
- Click the Contacts tab (or press ALT + C).
- Enter a Contact Name, or use the Quick Lookup to locate an existing Contact.
- WinTeam will populate the grid from the Contact record.
- Select a Role to assign to this Contact. A Role can change based on where it is used. Roles are uniquely identified by each company for your particular usages. A Role should not be confused with the Title of a contact, but rather it is more the “purpose” of a contact.
- eHub - Customer Master File Contact only - Enter the eHub Login, eHub Password, and eHub Role.
- Customer Master File only - Select the Send E-mail check box to delivery invoices via e-mail (either E-mail PDF or E-mail eHub Link). When this check box is selected, the Communications grid for the selected Contact displays.
- Enter an e-mail address for the Contact. If you have entered an e-mail address in the Contact Setup screen it will populate here.
- eHub - Customer Master File Contact only - If you entered an eHub Role, you are required to enter an e-mail address to use with eHub.
- Enter a Business phone number for the Contact. If the Contact record has a Business phone number, it will populate here.
- Customer Master File Contact only - In the Communications grid (displays if the Send E-mail check box was selected), select the Type, Delivery Method and Jobs the invoice is to be sent.
- eHub - Customer Master File Contact only - Verify the invoices in the eHub Customers Jobs for Contact XXX grid that this Contact has permission to view in eHub.
- Enter any other appropriate information for this Contact.
- Click Close.
Note: If you want to create a new Contact, click Contact Setup to create a new Contact record. For more information see Creating Contacts.
Example: For our Customer Master File Contacts, the Primary Contact that you have identified is more than likely going to be the one that you would contact for billing and accounts receivable type questions. In that sense, you may want to just set up a Role called “Billing Contact” or “Collections”. As the Contacts area evolves in WinTeam, the Contact Role will be used in differing areas to identify the Role of the Contact record you want included on a particular report, for instance.