Customer Lists Tab
The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment.
§ Contacts – Add and edit company contacts
§ Equipment – Access equipment at the customer site (also use the Customer Equipment module for more functionality)
§ IP Addresses – Hide this tab if it isn’t relevant
§ Phone Lines – Hide this tab if it isn’t relevant
§ Systems – Add your customer’s systems. Hide this tab if it isn’t relevant.
§ Subcontractors – Associate a subcontractor using this tab. It is used as reference.
Contacts – Add new contacts
- Select the Customer Lists tab.
- On the Contacts tab, click New.
- In the Contact Editor that opens, fill out the contact information.
- Click OK.
Contact Pref – select their preferred contact method (list to be customized by your SME Administrator
Contact role – select the contacts role within their organization (list to be customized by your SME Administrator)
Web Access Password - If you are using WebConnect with SME, this is where you would assign the contact a login to WebConnect.