There are numerous videos found within MSWhse Support. Click the link below to view the video that relates to this topic.
Setup Guides: Adding Users
Customers > Click on a customer > Contact Info tab
Customers > New Customer > Contact Info tab
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There are numerous videos found within MSWhse Support. Click the link below to view the video that relates to this topic.
Setup Guides: Adding Users |
For existing customers, click on a Customer Name within the Customer list and then click on “Contact Info” to open that tab.
When creating a new customer, Customer Setup includes the Contact Information tab.
To add a new Contact, see Add New Contact Person.
To give a Customer the Customer Facing Web Access, see Add Customer Facing Web Access.
Edit information by clicking the green Edit button on a Customer’s Profile tab or Contact Info tab. Doing so opens the “Edit Customer” screen which defaults to the Profile tab. Click the “Contact Info” tab to edit that information. To duplicate a record, use the Duplicate button, which duplicates all the information on data set on the Customer record.
Technical Field and Function Information
The following table contains the fields and functions available within the Profile tab:
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Field/Function |
Description |
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Physical Address | |
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Enter the Physical Address accordingly. | |
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Billing Address | |
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Enter the Physical Address accordingly. For an existing Customer, click the green Edit button > click the Contact Info tab > and then check “Different billing address” box. Doing so opens the field where a different address, presumably the Billing Address, can be entered. | |
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Send Invoice by email | |
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To add this option, check this box and then enter the email address where the invoices are to be emailed. For an existing Customer, click the green Edit button > click the Contact Info tab > and then check this box. Doing so opens the field where email addresses are to be entered.
Note: In many cases new MSWhse customers have opted not to activate this feature until they can generate and review their first month’s invoices. We suggest having our Support team assist you in reviewing the first month or two. | |
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Contact Person | |
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The contact person can receive automatic email notifications when the following are completed: Inbound transactions, Outbound transactions, or Adjustments. Also set whether the contact is to be default contact for that profile or will be “Customer Facing Web” contact. Make selections as desired.
For HHG customers, enter the customer’s name in the Name field. Fill in the remaining fields as needed and desired.
To add a new Contact, click the ” + New Contact” button. To edit an existing Contact, click the blue pen on the right side of the Contact to open the Edit Contact Person screen. Edit as needed as click Save. | |
FOR RELATED TABS
Additional Charges Tab (Customers)