Marketing Contact Maintenance

Program/Screen: CXMRKM/CXMRKM20

Description:

Use this screen to create, review, or update a marketing contact/authorized user.

 

Click a link to advance to that section of the topic.

 

 

Navigation

Access this screen to create a new marketing contact by pressing F6-Add Contact from the Marketing Contact Inquiry screen.  You can also access this screen from Marketing Contact Inquiry to modify an existing contact by entering 2 in the Option field for a specific contact.

 

Unique Marketing Contact Maintenance/Customer Authorized User Screens

Marketing Contact Maintenance - Launch

Marketing Contact Maintenance - Inquiry

Assign Customer Job

Marketing Contact Maintenance

 

Fields

Customer Number

Displays the number of the customer where the marketing contact works.

 

Loyalty Plus Number

If the first setting in control record RWDPGM is set to Y, this field is visible, and it displays the rental reward program number to which this customer is assigned.

 

Status

Displays the current marketing status of the customer.  Valid status codes include:

 

ClosedMore information...

The NIGHTLY program will change customer statuses between 'A' and 'H' if credit codes are set up and the customer falls under a valid code.  Therefore, it is not recommended to change a customer to 'H' status if you want to place them on credit hold as the system might change them back to 'A' once the NIGHTLY program runs.

 

Note:  All codes other than 'A' effectively prevent a user from renting to this customer.  Other than the description of the code, the use of these non-active account statuses are customer defined.  An account can be automatically set to "I" based on control record "CXIACP.

 

Note:  The program "CXIACP" must be run for this to happen.  This program may be a stand alone scheduled job or added to the nightly run.

 

When the Member Rewards program (control record MBRPGM) is being used, pressing F4 in this field displays Equipment Sales Reason codes.

 

Name

Enter the name of the marketing contact.

 

Salutation

Optionally, enter a code that designates the salutation for this contact.  Valid codes include:

 

Title

Enter the job title for the contact.  For example, Director of Marketing.

 

Department

Enter the name of the department in which the contact works.

 

Back to top

Address Information

 

Company

Enter or accept the name of the company where the contact works.  This might differ from the customer name if the contact works for a subsidiary of the customer.

 

Address 1

Enter or accept the first line of the contact's street address.

 

Address 2

If applicable, enter or accept the second line of the contact's street address.

 

City

Enter or accept the name of the city in which the contact works.

 

State/Zip

Enter or accept the state and postal code where the contact works.

 

Contact Expiration Date

Enter the date that this marketing contact record expires.

 

Phone Numbers

Press F8 to populate this section with phone numbers from the customer master record.

 

Main

Enter or accept the main phone number to call this marketing contact.

 

Alternate

Enter or accept an alternate phone number for calling this marketing contact.

 

Fax

Enter or accept the fax number for the marketing contact.

 

Mobile

Enter or accept the cell phone number for calling this marketing contact.

 

Pager

If applicable, enter a pager number for the marketing contact.

 

Home

Enter or accept the home phone number for calling this marketing contact.

 

Back to top

Other Identification

 

Miscellaneous

Enter the miscellaneous code for the marketing contact.  The heading for this field is user-defined and set in the CXMRK3 control record, so it may have a label other than Miscellaneous in your system.

 

Supervisor ID

Displays the ID of the marketing contact's supervisor.  This field is only open in the Customer Authorized User program in the Tracker application.

 

Customer Type

Enter the code for the customer type.  The heading for this field is user-defined and set in the CXMRK2 control record.

 

SIC/NACE Code

Enter the standard industry code for the marketing contact.  This code might be populated when you select the Customer Type.

 

Company Type

Enter the code for the company type.  The heading for this field is user-defined and set in the CXMRK2 control record, so it may have a label other than Company Type in your system.

 

Supervisor Y/N

Indicate whether this marketing contact is a supervisor.  This information is used by the Tracker application.

 

User-Defined Question

Enter the answer to the question you defined in control record CXMRK3.

 

Contact Type

Enter the marketing type for this contact.  If you do not know the code, press F4 to search for it.  If a marketing contact is added using the Customer Authorized User program in the Tracker application, this field displays the code AU, and it cannot be changed.

 

Fax/E-mail Open Contract Report

Indicate whether to fax or e-mail the open contract report to this contact.

 

Comment

Enter free form text as an internal comment for this contact.

 

E-mail

Enter the contact's e-mail address.

 

Web

If applicable, enter a web address for the marketing contact.

 

Function Keys

Function Key

Description

F1

Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.

F3

Exit.  Exit the page or program.

F4

Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.

F6

Barcode Number.  This function is only available when in the Tracker application and in CHANGE mode, and it advances to the Bar Code Maintenance program so you can assign a barcode to the authorized user.

F8

Default Customer Information.  Populate the phone number section with numbers from the customer master record.

F9

Duplicate.  Copy an existing marketing contact to create a new contact with a different name.

F10

Additional Reward Information.  For future use.

F11

Jobs/Orders.  This function is only available when in the Tracker application.  Access the Assign Customer Job screen and enter job numbers to which this contact is assigned.  While in this screen, you can also press F8 to toggle the screen to assigning customer orders to the contact.

F12

Cancel/Previous.  Exit the program or move back a screen.

F19 (Shift + F7)

Print Barcode.  This function is only available when in the Tracker application.  Print barcode labels for the contact.

F24 (Shift + F12)

More Keys.  Display more available function keys for the program.

 

Related Programs

Sales Call Maintenance

Customer Relationship

 

 

Back to top