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--- support:02_accounts:04_contacts [2013/06/24 16:05]
seyers
+++ support:02_accounts:04_contacts [2015/10/12 14:17] (current)
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-====== Contacts ======
+===== Contacts/Addresses =====
-Contacts/Addresses
+Most of the information that can be recorded in "Account detail" is fairly intuitive.  However, there are a few fields where comments on the intended purpose of the field and how it is used within DispatchDirectTM might be helpful.
+\\
-Most of the information that can be recorded in “Account detail” is fairly intuitive. However, there are a few fields where comments on the intended purpose of the field and how it is used within DispatchDirectTM might be helpful.
+**Code** - is intended as a "short-code for an Account.  For example a short-code for Bedford Collision Center could be "BCC".  The code id is user-defined and is intended to help expedite call taking.  DispatchDirectTM provides a drop-down menu of customer Accounts for the call taker.  As call takers gain experience and familiarity with Accounts, it will often be faster for them to simply type in the Account short-code, rather than using the drop-down menu.  Another important consideration, is the short code is used for linking to quickbooks, so once these codes are established, they should not be changed.
-Code - is intended as a “short-code for an Account. For example a short-code for Bedford Collision Center could be “BCC”. The code id is user-defined and is intended to help expedite call taking. DispatchDirectTM provides a drop-down menu of customer Accounts for the call taker. As call takers gain experience and familiarity with Accounts, it will often be faster for them to simply type in the Account short-code, rather than using the drop-down menu. Another important consideration, is the short code is used for linking to quickbooks, so once these codes are established, they should not be changed.
+\\
+**Category** -  segments all Accounts into three "buckets":  Customers, Suppliers, and Networking.  DispatchDirectTM is not a sophisticated CRM system, but does allow you to maintain records on other business relationships and organizations (i.e., also "Accounts") that are not, strictly speaking, "customers".  In Job Entry, the drop-down box for selecting an Account only shows Accounts that have been categorized as "Customers".
+\\
-Category - segments all Accounts into three “buckets”: Customers, Suppliers, and Networking. DispatchDirectTM is not a sophisticated CRM system, but does allow you to maintain records on other business relationships and organizations (i.e., also “Accounts”) that are not, strictly speaking, “customers”. In Job Entry, the drop-down box for selecting an Account only shows Accounts that have been categorized as “Customers”.
+**Type** -  provides an option to sub-divide "Category" into meaningful groups.  The use of this field is optional, and its primary value is as a variable/filter in running reports - e.g., how much business am I doing with auto dealers?  Useful sub-groups could be, for example:
+  * Customers: Auto dealers, body shops, mechanical repair, auction yards, police, motor clubs, insurance cos., individual clients
-Type - provides an option to sub-divide “Category” into meaningful groups. The use of this field is optional, and its primary value is as a variable/filter in running reports - e.g., how much business am I doing with auto dealers? Useful sub-groups could be, for example:
+  * Suppliers: truck maintenance, tire repair, auto parts suppliers, insurance cos., advertising agencies
+  * Networking: Chamber of Commerce, BBB, Rotary Club, referral sources, local newspaper, city council, TRAA
-    Customers: Auto dealers, body shops, mechanical repair, auction yards, police, motor clubs, insurance cos., individual clients
-    Suppliers: truck maintenance, tire repair, auto parts suppliers, insurance cos., advertising agencies
-    Networking: Chamber of Commerce, BBB, Rotary Club, referral sources, local newspaper, city council, TRAA
 These sub-groups are defined in Company Setup.
+\\
-Status - allows you to retain information on “Inactive” Accounts. DispatchDirectTM will only show “Active” (customer) Accounts in the Job Entry Account drop-down menu.
+**Status** - allows you to retain information on "Inactive" Accounts.  DispatchDirectTM will only show "Active" (customer) Accounts in the Job Entry Account drop-down menu.

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