EDITION: Basic, Standard, and Enterprise
RESOLUTION:
Use the Customer Drop-Down menu to review your customers and contact information. (You must first have a customer selected in the top search bar (click here on how to search)
Below are the options available for modifying, adding new contacts, or deleting any existing contacts for your customers:
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Edit: Allows you to modify the existing contact.
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Add: Select "Add" to create new contacts for the selected customer (this contact will be maintained in the collection software and will not reflect in your ERP system.)
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Include in Email: When selected, this contact and email address will be used for Bulk or Batch emails (click here for info on this feature)
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Primary checkbox: When selected, this contact is designated as the "Primary" contact for the selected customer and can be used in the Action Alerts to designate this contact as the only contact used for sending emails (click here for more information on Action Alerts - Basic Edition)
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Keep in Sync checkbox: By default, this option is selected for any contacts that are synced with your ERP or accounting system, keep this option selected to maintain this contact within your ERP / accounting system. To maintain this contact within the collection software, uncheck this option. (Any changes made in SARA will be overwritten by the data in the ERP system if this option is enabled.)
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Click the "Save" button after all changes are complete.
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Click on "Delete" to remove the contact from SARA.