Manage customer contacts  

Why manage your customer contacts?  

Maintaining customer contacts ensures accurate communication, improving customer service and satisfaction. Keeping contact information current also reduces errors and enhances overall relationship management. This practice is essential for maintaining strong business relationships and efficient operations. 

How to manage your customer contacts?  

1. Search for Contacts on the top right-hand corner of the page. Select the related link. The contact list displays.  
2. Select New to set up a new contact. The contact card displays. There are five fasttabs also known as sections to update. These are General, History, Communication, Registration, Foreign Trade and Profile Questionnaire.  
    
3. Fill in the relevant fields: 
   1. General section: 
      
      1. Select the contact Type: You can select either a Person or Company. 
      2. Fill in the contact Name.   
         
         Note: When you select a company, a customer card is created. If the person you’ve created works for an existing company, you can link the person to the customer.
          
         Note: You can create a contact and not have it linked to the customer card.  
   2. Communication section: 
      
      1. Enter the Address and Contact details of your contact.  
      
      Note: You can manage an existing contact or multiple contacts linked to your customer card. 
4. You now know how to manage customer contacts.  
   
   

Find out how to create a sales quote.   

Need more help?    

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.