Page 342 - Training 2019

Once you have your customer selected, this will then display the details of that particular customer as per the above
screenshot.

This information is extracted directly from Pastel and you should be familiar with this information – namely, contact and
delivery details, customer terms, etc. Certain of the fields contained in this screen can be amended and this will then
update Pastel accordingly (once you have clicked “Save Customer” on the top left). Certain fields are not accessible to you
as they relate to sensitive customer information or information which is required for invoicing or statutory reasons.

However, as an example, you can edit the customer postal address should your customer move premises.

NB – Always remember to click “Save Customer” if you make any changes to a customer / supplier / inventory
and then also click on refresh (on the search bar as well as next to the “save” button) to make sure that both
applications are appropriately updated.

At the bottom of the screen, you will notice there are different tabs which all contain different sets of information. We will
begin to explore these screens in more detail.

CONTACT DETAILS TAB:
The contact details tab contains all the contacts which are applicable to this customer. There should be at least 2 contacts
per customer (i.e. Accounts department and contact(s) whom the Technical Sales Consultant (TSC) deals with). The
distinction between contacts that appear at the top of the screen and contacts that appear in the bottom half of the screen
is as follows:
- All account contacts or contacts who receive electronic documentation should be recorded in the top half of the
screen (this should be pulling through directly from Pastel) and relates to where we email our electronic
documentation to.
- The bottom half of the screen relates to contacts which are specific to the TSC. Here, the TSC, will record all
contacts whom are dealt with at the customer, e.g.:
o Buyer;
o Production Manager;
o Factory Manager;
o Shift Supervisor, etc.
- To create a new contact, click on the “New Contact for Account” button, the following screen will appear:

- Click “Yes”, and the following splash screen will appear where you will record the customer contact details:

CRM TRAINING MANUAL 7

Updated - 08 October 2018