Adding a default contact
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Prerequisites
- Access to the File > Customer (CT001) menu.
- Created customer.
Introduction
A default contact refers to the person assigned to be an organization's point of communication.
Default contacts in SoftExpert Customer are also intended to perform customer evaluations in order to measure satisfaction, implement improvements, and track progress.
See how to create a default contact below:
Creating a default contact
1. Access the File > Customer (CT001) menu.
2. Select the desired customer and click on the 
button.
3. Access the Contact tab and click on the 
button.
4. Select the Add contact option.
5. Fill in the Contact and E-mail fields.
6. If you wish, fill in the other available fields.
7. In the Attribute section, fill in the available attribute fields.
To have the attribute fields available on the contact creation screen, associate the desired attributes in the External user / Company contact section of the Configuration > General parameters (AD033) menu. Access the SoftExpert Administration general parameters article to learn more.
8. Then, enable the Use as the company's default contact? option.
9. To finish, click on the Save and exit button.
Only one contact can be defined as default. Once a contact is made the default, the other ones will be disabled automatically.
Conclusion
With the customer's contact configured, it is possible to execute the survey for evaluation.