In Unimarket, a "Contact" is defined as a set of contact details that can be assigned to one or many customers. If required you can create multiple contacts to assign to specific customers.
Create/Edit a Contact
From the Profile section select Company Profile and then click on the Contacts tab.
The Default Contact is the contact that will automatically be assigned to any new customers. However, if you have added multiple contacts you can assign these to customers instead of the default.
To edit a contact, click Actions to the right of the contact and select Edit. A pop-up form will display where you can edit the contact details. to save your changes click OK.
To add a new contact, click on Add Contact and a pop-up form will display.
Name: This is a mandatory field. This can be the name of a person or the name of a support team (e.g. "Higher-Ed Customer Service")
Phone: This is a mandatory field. This should be a phone number that is attended during business hours.
Email Address: This is a non-mandatory field. This can be a general contact email address or an Account Manager for your customer.
You can find the emails registered to receive communications via Unimarket. You can set a default email address and specific email addresses relating to each type of communication. To update the emails provided click Edit.
After you have entered the email address you require click Save in the top right corner to apply any changes.
|Note: Any email fields left blank will apply the Default Contact email address.|
You can update the Physical, Mailing and Remittance addresses for your customers in this tab by clicking Edit in the right corner.
To confirm the changes you have made click Save.
If different customers require specific Remittance addresses you can add additional remittance addresses by clicking Add Address.
Assign a Contact to a Customer
You are able to personalize the remittance address, Contact and email preferences for each customer. If you have added additional contacts, you may want each customer to have a specific contact assigned.
Under the Profile section go to Customers and click on the desired customer name to display the Customer Details page.
scroll down to the Contact Management section. Click Switch to advanced mode on the section you wish to change from the default by clicking the toggle.
If you have created additional contacts you can assign them to your customers. Click Manage then use the drop down menu in the pop-up to select a contact and click OK to confirm. All Contacts are added will be visible to your customer.
To update the default contact for a specific customer Click Actions next to the contact and select Set as Default.
You can remove any contact which is not the default by clicking Actions and selecting Remove.