The fields under the General tab store the contact information for the customer, such as their phone number(s) and email address. Several user-defined fields are also available for you to customize.
Note: Since contact information is used throughout the Lucity™ software, it is important to enter the data in a consistent format. This also ensures that records can be filtered and sorted effectively. For example, you may enter all phone numbers with the area code in parenthesis, or you may use a dash to separate the area code from the main number. Either way, be consistent. The same rule applies when entering contact names.
Here's how it works:
This contact information interacts directly with the Work Requests module. For example, when a customer calls, you can enter the caller's phone number in Requests. Then the system will search for a record(s) that matches the phone number entered in the request. If a matching record(s) is found, you can verify the existing customer and contact information. With a single keystroke, you can then populate the appropriate customer information. If a matching record is not found, you can create a customer and contact record by entering the data in the Requests module.
Note: Lucity will attempt to link contacts to each other if they match existing contact data. For example, if you have the same contact for two different Customer Address records and then change the phone number of that contact in one record, the system will automatically change the phone number in both address records as well as in the Customer Contact record.