Customer Contacts provide an easy way to manage which contacts receive various types of communication through aliquot. Contacts can be configured to receive notifications for specific report types, updates on product orders, and allows for easy access for reaching out to these contacts using both phone and email.
Accessing Customer Contacts:
Log into Aliquot: Open the Aliquot Software Application.
Navigate to Customers: Go to the Customer Section.
Select “Customer Contacts”: Click on the “Customer Contacts” option to display all available reports.
Customer Contacts Interface: This interface displays a list of all the names, emails and phone numbers of customer contacts.
The customer contacts being displayed can be filtered by selecting a different customer under the "Filter Contacts" section, or by searching for specific contacts with the search box.
There are three options for each contact:
Call Contact: Clicking the Phone icon will prompt you to open a phone application of your choosing to call the contact selected.
Edit Information: Clicking on the Pen and Paper icon allows customer contact information to be edited.
Delete Contact: Clicking the Trash icon will prompt you to delete the chosen customer contact.
Adding a Customer Contact:
Create Contact Button: Click on the Create Contact button.
Contact Details: Enter the contacts information.
Name: Enter the first and last name of the contact. Optionally add a title.
Email: Add the email associated with the contact.
Address: You can opt to add an address to a customer contact
Phone Numbers: Select the country code and enter at least one phone number.
Extra: Choose whether contact will receive product order emails.
Report Notifications: Specify which types of reports the contact will receive e-mail notifications for.
Save Contact: Once the customer contact has been configured, click "Save Contact" to add the contact.