Customer Wizard

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Communication Sections

 
There are four communication sections in Customer Mode:
 
     Customer Contact Communication (Customer Account Level)
     Customer Communication (Party/Customer Level)
     Site Contact Communication (Account Site Contact Level)
     Site Communication (Account Site Level)
 
In each row the CC Point Type drives which record is created/updated.  Telephone, Email or URL are valid CC Point Types in the Wizard and the corresponding field for the point type must be entered.
Note - A new line is required for each Telephone, Email or URL record added.
 
Example of the correct layout:
 
If a point type of ‘Phone’ is entered and all phone, email and URL details are entered on that line, only the phone details will be uploaded and no error will be returned, so it may appear that the email and URL have been created, but as the CC Point Type was not Email or URL, these are ignored, unless they are on their own line as above. 
 
Example of the incorrect layout:
 
In this example, only the email address will be uploaded to Oracle even though the phone details and URL have been provided, as the CC Point Type is ‘Email’.