Contacts

What it is

Contacts are a way of listing people for your customers to contact in case they want to re-order an asset. This can be set up so different contacts are used for different customers.

Where I can find it

Contacts can be found on the left-hand menu under “Asset Management”.

Required licensing

Any account with an Asset Management license and appropriate permissions.

Use Case

Slings R Us wants to set up a few people for their customers to be able to submit re-orders to. They add their sales department and Kellie to their contacts. Most customers will have the option to re-order from the sales department. Their biggest customer will be able to submit the re-order request to Kellie, who has built a relationship with them over the past decade.