Change Customer Contacts

Use the Customer Contact Maintenance (CLM) program to enter, change, copy, and delete contacts for a customer. See Road Map for work flow.

Note
If you accessed this program from another program, skip step 1.

  1. Enter the customer's number or click the Lookup icon and use the standard lookup options to select the customer from a list. The program displays the each contact name and title.

  2. Select the contact you want to change and click Select.

  3. Make required changes. See Enter Customer Contacts for field descriptions.

  4. Click Other info and then:

    1. Enter a ship-to number or click the Lookup icon and use the standard lookup options to select the ship-to from a list. The program prompts Update address information from ship-to record?

    2. Click Yes to use the address for the ship-to number you entered or selected or No to retain the address entered for this contact.

The program returns to the contact list.