Page 4 - How do I Create Customer Contacts

Creating Customer Contacts

 Enter ARGAR if adding a contact for the ARAFF Business Unit.
2. Enter or select the Customer ID.

3. Select a Location.

The Location contains the address information for the customer, and is required. Separate contacts can be created for each
Customer Address Location if needed.
4. Click the Documentation link to specify the customer preferences for correspondence and
invoices.

The Documentation page displays.

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1. * Enter the appropriate Document Code or use the Look Up Document Code icon to select
from a list. Emory uses the following document codes:

 DUNN – Dunning letter
 FLUP – Follow up letter
 STMT – Customer statement

 INVC – Invoice
2. Click the Plus button to add rows for the four document codes.

3. * For each Document Code, select the customer’s Preferred Communication method.

 For correspondence (DUNN, FLUP and STMT), the options are Email only and Standard Mail.
 For INVC, the options are Email Invoice as Attachment and Standard Mail.
 Compass automatically generates emails when one of the email options has been selected for a Document Code.

 When Standard Mail is selected, the document will be available in the Report Manager for manual printing and mailing.
4. Click the Save button.

Page 4 of 5
Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents