When you create Additional Contacts on a Customer Card or Vendor Card or Employee Card, they are added to the Contacts on the Contact toolbar. You can export or print labels from the Contacts Search, which shows Linked To. (5730)
Big Business includes Auto-Generate Codes features so that Duplicating a card or Converting (e.g. from Contact to Customer) will assign a new Code, such as Item Code, Vendor Code, or Customer Code.
This Solution describes the new behavior. (5905)
Big Business 9.9 adds a QuickFind entry for Contacts to the Customer Search.
This option makes it easy to find the Additional Contacts belonging to a group of Customers, such as All customers or those assigned a particular Salesperson. These Contacts are added to Customers to record Shipping Addresses , Email Addresses, and more.
This Solution describes this QuickFind entry. (6560)
Ship-To Lookup is a new feature to simplify:
- choosing a location for customers with many Ship To addresses
- choosing a contact for customers with many buyers
- B2B ecommerce from companies with multiple purchasers
- importing Orders for customers with multiple Ship To addresses
This Solution provides details (6767).
Big Business 11 adds the Contacts tool for quick access to phones, emails, and shipping addresses, where you need them.
This Solution provides details. (6747)
My Notes is the new name of the Notes search on the Contacts toolbar. As always, My Notes finds Notes that were sent to you, including:
Notes from other users in Big Business
Notes you sent to yourself
Notes from Big Business
Billing Contacts let you select a Contact for Billing and loads their contact information. Use the Other button in Bill To on a Quote, Order, or Invoice to select a Contact card. This will update the Bill To and fill in Billing tab with Address, Phone, and Email info.
Cont is the new label for the Contacts button. This lets it show a Count, like Cont(3).
Contact helps you manage Additional Contacts from Customers, Vendors, Employees. Contact also includes Notes used for system notifications and messages to other users.
Customers are often companies and their Contacts are people, roles, ship-to addresses. For a large customer you may have hundreds of Ship-to's invoiced as one big company.
Contact provides the tools to manage lookup and linking so you have Ship-To's, Email Addresses, and presets like Sales Tax or Ship Method easily selected and ready to use.
Customer Ship-To's are the main use for Contact especially with your large customers.
On Quote, Order, or Invoice after selecting Customer, click Other in Ship-To to choose a Contact to fill in Shipping Name, Address, Email, Tax Status, Store, and much more.
Choose Live List in My Prefs, Dialog Prefs, to use a dynamic list with column Filters. Filter to find addresses instantly among hundreds of Ship-To's for national customers.
Customer Email Addresses is another popular use for Contact for emailing to multiple.
In Print Options for a Quote, Order, or Invoice choose Send Email To and select a few. Contacts for the customer will be listed and selectable by name or title to send as CC's.
Big Business includes Contacts which are linked to Customers or Vendors to handle a few basic functions:
you can list Ship-To Addresses for a customer for easy selection
you can list Email Addresses for a customer for easy sending of PDF's
Contact Roles are checkboxes that let you set a Contact as:
Refundee - to set a Mailing Address for Refund Checks
Email Statements - to set an Email Address for Emailing Statements
(7175)
You can use Contact Cards to keep track of potential clients or suppliers. Big Business lets you automatically convert Contact Cards into Customer or Vendor Cards when needed.
This Solution describes Converting Contacts to Customers or Vendors. (3093)
If you accumulate Email Addresses in Big Business, you may want to Find and Export them for use in another program. This Solution provides some tips for:
Finding Customers, Vendors, and Contacts with Email Addresses
Exporting them
This Solution provides the Search criteria for finding entries containing email addresses and using Save To Disk to export them. (6010)
Emailing Statements is being added as a customization. To start, an Email Statements checkbox has been added to the Contact window that appears from Additional Contacts. This lets you set a recipient. (6979)
Role Name lets you see if a Contact is set as:
Refundee - payee for refund checks when different than Customer Bill-To
Email Statements - recipient for email statements