Overview: Contact Manager

The Contact Manager allows you to create, modify, and delete contacts. Three contact types are defined in EnergyCAP:

• Vendors
• People
• Customers

The Contact Manager workspace provides three tab views:

• The Vendors tab lists vendors by code, display, business phone number and business email address. A Vendor is a service provider with which you typically have a contractual relationship and is responsible for providing information. This information can be a bill, information that is contained on a bill, interval meter data, weather data, or counter data. Vendors may be used to setup Electronic Data Interchange (EDI) import scripts for importing billing data into EnergyCAP Enterprise. In order to create accounts, vendors must be created. For information on using the account/place search feature from the Vendor tab, see Locating Accounts and Accessing Account Properties from the Vendor Contact Manager.

• The People tab lists individuals by name, vendor, business phone number, and business email address. People can be associated with a vendor or place as a contact.

• The Customers tab lists customers by code, display, business phone number and business email address. A customer can be associated with an account as a contact.

You can sort the lists by clicking on a column heading. Sort the lists in reverse order by clicking the column heading once more.

Accessing the Contact Manager

1. On the navigation bar, select the Setup module.

2. Click the Contacts icon . The Contact Manager appears.