Well, that depends....
Read on for information on how Crik-IT determines what to put in the Contact Name, Contact Phone, and Contact Email when entering a new order.
Rep or In-House Users:
If a rep user or in-house user is entering an order on behalf of a customer, the Contact Name, Contact Phone, and Contact Email come from the information associated with the rep or in-house user's username. This information can be changed by the rep or in-house user by logging into Crik-IT with his/her username, going to the Tools tab, and clicking on the Change User Info button. They can then change the information in this screen:
Customer or Customer Staff Users:
Customer users and in-house users can configure default contact information to be used when a Customer or Customer Staff user enters an order. (Here's info on how a Customer User can configure this for themselves.) In-house users with Crik-IT Administrative rights can configure this from the Tools tab -> Customer User Config area.
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Contact Name. Note that if this is left blank, Crik-IT will ignore the default contact phone and contact email on this page, and will instead, use the customer's contact info that comes from your accounting system.
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Contact Phone. This will be ignored if the default Contact Name is left blank.
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Contact Email. This will be ignored if the default Contact Name is left blank. Note that the Contact Email address entered when entering an order will receive a copy of the order when the order is submitted.
- Email Orders to Customer checkbox: by default, when a rep or in-house user enters an order for a customer, the customer does not automatically get a copy of the order when the order is submitted. This checkbox will automatically set the Email Order To Customer checkbox on the order so that the customer will get a copy of the order. (See screenshot at top of this article to see that the checkbox is below the Customer Name, Order Date, and Reference # line. This only shows is a rep or in-house user is entering or editing the order.)