Along with your customer database this is possibly the most important tool at your disposal. ServiceSight enables you to hold details on both prospective & contact contacts helping you to make sure you speak to the right person at the right time.

Main Features of Contacts

• Full customer details, including a link to the customer record
• View Warning Notes for this contact
• See Help on using Contacts in ServiceSight

General Tab

• Full Name including both Title & Job Title
• Phone, Ext No, Mobile, Fax & Email Address fields
• Two User Defined Reference fields
• Ability to make contacts ‘Inactive’

Memo Tab

• Record unlimited notes about a contact

History Tab

• View filter complete transaction history for this contact
• Click entries to see the detail for each interaction with each contact

Portal Tab

• You can allow your chosen contact access to the Customer Portal
• Complete the fields