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 contacts.
Populate the Hierarchy: Select the Customer from the dropdown menu.
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:
Edit Information: Clicking on the Pencil-like 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.
Next, on the Edit Page, enter the required details marked in red; all other fields are optional.
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.
Save Contact: Once the customer contact has been configured, click "Create Contact" to add the contact.
Once the contact is saved, the screen will return you to the Contact list page.
Note: Now click on the pencil-shaped Edit icon to access the Report notification section located at the bottom of the screen if you need to enable the report notification.
Adding Systems to the Report Notifications: Click on the System you would like the reports to send out from. The System will populate on the right.
Report Notifications: Indicate the types of reports for which the contact will receive automated email notifications by selecting the corresponding report type radio button.
Then click Save Contact.
