After having filled in the information about your customer you can add a contact person.
Here's how you do this:
1. You can add a Contact person by pressing the Add button behind Contact persons.
2. The Customer contact form opens where you have to enter as many fields as possible in the general tab.
|Title ||Mr or Mrs |
|First name ||You need to fill in the first name of the contact person|
|Last name ||You need to fill in the last name of the contact person |
|Birthdate||You need to fill in the birthdate of the contactperson |
|Gender||You need to fill in the gender |
|Language||You need to fill in the language of the contact person|
|Phone||You need to fill in the phone number of the contact person|
|Mobile||You need to fill in the mobile number of the contact person|
You need to fill in the e-mail address of the contact person.
The contact person needs this email address to log in to VIP Online
You decide who gets access to which tickets and here you can choose between:
|Last login||You can check when the contact was last logged in on VIP Online|
|Function ||You need to fill in the function of the contactperson within the company|
|Comments||You can fill in additional information about your contact person|
|Active||If you create a contact person, he is active by default|
|Default||If you want to make another contact person as default you must tick this|
3. In the email setting tab you have to check the different options that apply to send an email
|Match Open||If this option is not activated, the user will receive no mail when you open a fixture for download |
|Informational ||If this option is not activated, the user will receive no mail that you mark as inforamtional in a campaign |
|Commercial ||If this option is not activated, the user will receive no mail that you mark as commercial in a campaign|
4. After having filled in all the data you need to click the save button and the created contacts are in the overview