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Planview Customer Success Center

Customer Contacts

Customer Contacts

This page describes customer contacts and includes the following sections:

​ About Customer Contacts

You can add contacts to a relevant customer in two different ways; either by clicking 202061498_contacts.jpg in the 'Add Related 'ribbon or Relations Panel, or by adding a definable Contacts field to the Customers module grid.

Both methods enable adding multiple customer contacts and defining a contact as the 'main' company contact.

Adding the Customer Contacts Field

  1. Navigate to the Customers module.
  2. Click 202061508_gear-1-.jpg located right of the closed Navigation Panel.

202018417_gear_cust.jpg

Figure 1: Gear

The settings menu drops down.

  1. From the menu, under COLUMNS , select Manage.


202018427_cust_manage.jpg
Figure 2: Settings Menu


The Choose Fields multi-find window opens. The Contacts field appears in the right-hand panel.

202018437_cust_find.jpg

Figure 3: Choose Fields

  1. Add the field to the view:
  • Click 202061518_checkbox.png aligned to 'Contacts'.
  • Click 202061528_fred.png
  • Check 202018447_checkbox.png in the Your Selections column and use the 202061538_verticle_posi_movers-1-.png controls to s ort the vertical list order.
  1. Click ​ 202018457_ok-25-.jpg

    The field is added to the grid.

202018467_cnts_in_grid-1-.jpg

Figure 4: Contacts Field Added

Adding Customer Contacts

  1. Navigate to the Customers module.
  2. Click to activate the Contacts field (or alternatively, select 'Add Related' in the relation panel or ribbon and select 'Contacts').

202061548_click_grid_field.jpg

Figure 5: Contacts Field Activated


The field editor opens.

202018477_useless.jpg

  1. Click 202018487_add_contc.jpg

    The Add New Contact Person pop-up opens.

202018507_add_new_cntc.jpg

Figure 6: Add New Contact Person

  1. Enter the contact name.

    To upload a custom icon, click the contact icon on the left.

202018517_enter_name_cntct.jpg

  1. Click 202061558_switch_cntrl-5-.png in order to define the contact to be the main customer contact.

    The switch becomes 202018527_checked-switch-1-.jpg
  2. Enter the following data:
  • Email
  • Office Phone
  • Mobile Phone
  1. Click 202018537_save-28-.png ​​

    The customer contact is added.