Edit a Contact/ Add a Contact

Use the Contact tab to load any number of contacts to the selected customer profile.

Topics in this section are:

Edit Contact screen
Add Contact screen

Edit Contact screen

To open the Edit Contact screen, click a customer's name on the Contacts tab.

The Edit Contact screen allows you to edit the details of a specific contact, as well as view any calls that have been scheduled for that contact.

When IR Integration is enabled, some fields or functions (such as the Delete button) may be hidden or unavailable to ensure integration consistency. Use the Inactive status to manage removal of contacts in these cases.

The fields on the Edit Contact screen are:

Field	Description
Active	Indicates whether the contact is active, inactive, or the Primary Contact for the customer. The Active function is not available for MyDealer contacts.
Name	The name of the contact, including the contact's Title/Salutation, First Name, Middle Initial, and Last Name.
Birth Date	The contact's date of birth.
Job Title	The contact's job title.
Spouse Name	The name of the contact's spouse or significant other.
Areas	Indicates the areas of responsibility for this contact. Valid areas can be added to the system on the Areas screen.
Email	Provided you have completed the configuration for Email Headers, and specified a valid email address in the Business E-mail Address field below, selecting either the A/R Statement, Parts Invoice or Work Order check boxes causes the system to automatically email a copy of the selected item(s) to the contact when certain conditions are met.
Email Campaigns	This field will only appear if the Country code assigned to the selected customer has Responsible Marketing enabled. Responsible Marketing is mandatory for all Canadian customers. This field denotes whether the selected contact has agreed to receive marketing emails from your dealership. On the back end, this switch controls the setting of the CCTYP field in the CMASCON file, which has three possible values: E (Explicit Consent- Email Campaigns switch activated)- the contact has explicitly given their consent to receive marketing emails from your dealership. O (Opt-out- Email Campaigns switch activated then deactivated)- the contact has opted out of receiving marketing emails from your dealership. Blank- the contact has not yet specified whether they want to receive marketing emails from your dealership. Note that any contacts with a blank value in this field will continue to receive marketing emails until June 30th 2017, after which the system will automatically change their email subscription status to O (Opt-out). As soon as this switch is activated (set to E), you cannot revert the value of the CCTYP field to blank; only E or O will be viable options, and as such, the Permission By and Method fields will always be mandatory. The default value for this field is based on the option selected in the Email Campaigns field of the Add Customer screen. The Do Not Contact switch on the Customer Profile will override the value in the Email Campaigns/ CCTYP field. As such, if you want to send marketing emails to the selected contact, make sure the Do Not Contact field is not selected. For additional details regarding this field, please see the Responsible Marketing Overview topic.
Permission By	This field will only appear if the Country code assigned to the selected customer has Responsible Marketing enabled. The name of the person who gave their explicit consent on behalf of the selected contact to receive or opt out of marketing emails sent from your dealership. The value in this field may be system generated depending on how the Email Campaigns switch was activated or deactivated (e.g. if the contact uses the Subscribe/ Unsubscribe option in a marketing email.)
Method	This field will only appear if the Country code assigned to the selected customer has Responsible Marketing enabled. The method by which the person in the Permission By field informed the dealership that the selected contact was opting in or out of receiving marketing emails. The value in this field may be system generated depending on how the Email Campaigns switch was activated or deactivated (e.g. if the contact uses the Subscribe/ Unsubscribe option in a marketing email.)
Mailing Codes	The customer's mailing code(s).
Last Call/ Next Call	These fields will only appear if the Call Scheduling switch in the Division Settings screen is deactivated (this switch is also located in the BRWVAL1 table of the green screen application) . VitalEdge strongly recommends activating this switch in order to begin using the Call Scheduling application instead of these fields. These fields allow you to record the last date and next date on which the selected contact was (or will be) called. Call dates recorded in these fields are saved in the green screen application but not displayed anywhere within IntelliDealer. As such, it is recommended that you activate the Call Scheduling switch in the Division Settings screen (table BRWVAL1 table of the green screen application) in order to begin using the Call Scheduling application.
Call Frequency	This field will only appear if the Call Scheduling switch in the Division Settings screen is deactivated (this switch is also located in the BRWVAL1 table of the green screen application) .VitalEdge strongly recommends activating this switch in order to begin using the Call Scheduling application instead of this field. This field will allow you to specify the months in which the selected customer should be called. Calls scheduled using this field will be scheduled for the first day of the selected month and will not be displayed anywhere within the system (to view the calls, you must create a Data Miner report for the selected customer). As such, it is strongly recommended that you activate the Call Scheduling switch in the Division Settings screen (table BRWVAL1 table of the green screen application) in order to begin using the Call Scheduling application.
Comment	Any additional information you wish to add about the contact.
Business Address	The contact's business address.
Home Address	The contact's home address.
Business Zip/Postal Code	The contact's business zip/postal code.
Home Zip/Postal Code	The contact's home zip/postal code.
Business Phone Number	The contact's business phone number. If you are using the IntelliDealer CTI interface, only numbers will be allowed in this field.
Home Phone number	The contact's home phone number. If you are using the IntelliDealer CTI interface, only numbers will be allowed in this field.
Business Cell Number	The contact's business cell phone number. If you are using the IntelliDealer CTI interface, only numbers will be allowed in this field.
Carrier	The contact's business mobile phone carrier code. Valid carrier codes are configured on the Mobile Phone Carriers screen.
Home Cell Number	The contact's personal cell phone number. If you are using the IntelliDealer CTI interface, only numbers will be allowed in this field.
Business E-mail Address	The contact's business e-mail address. If the selected contact has been configured to receive A/R Statements, Parts Invoices or Work Orders created for the associated customer profile (as specified in the E-mail field above) you must enter a valid email address in this field. See also Email Headers.If this field is left blank and an invoice or quote from any part of the system is emailed to the selected customer, if the Update primary contact email address switch is activated on the Authorization List for User Security screen, the system will automatically populate this field with the email address that the invoice/quote was sent to.If you want to configure a MyDealer Web user account for the selected contact, you must configure a Business E-mail Address for the contact. For details, see the Configuring Users for MyDealer Web overview topic.
Home E-mail Address	The contact's home e-mail address.
Business Web Address	The contact's business web site address.
Home Web Address	The contact's home web site address.
Salesperson	The salesperson(s) assigned to the contact.
Parts	The parts salesperson assigned to the contact.
Equipment	The equipment salesperson assigned to the contact.
Service	The service salesperson assigned to the contact.
Rental	The rental salesperson assigned to the contact.
Other	The general salesperson assigned to the contact.
Administration	The salesperson assigned as the administration dealership contact for the selected contact.
Alpha Field 1, 2, 3,4 and 5	User defined. The field labels are customizable through Administration.
Numeric Field 1, 2 and 3	User defined. The field labels are customizable through Administration.
Date Field 1 and 2	User defined. The field labels are customizable through Administration.

Click the Access Scheduled Call(s) link to view a list of all calls scheduled for the customer on the Scheduled Calls screen.

The Access Scheduled Call(s) link will only appear if there are calls scheduled for the selected customer.

Click the Maintain Memo link to add a contact memo.

The buttons to complete work on the Edit Contact screen are:

Button	Function
Save	Saves changes made to the Edit Contact screen.
Delete	Permanently removes this contact from the associated Customer Profile and returns to the Contacts tab. The Delete button is not available for MyDealer contacts or when Integrated Rental is enabled. For Integrated Rental, you can flag a contact for deletion by: Open the Edit Contact screen. Set the Active field to Inactive. Click Save. This marks the contact as inactive while preserving integration integrity.
Close	Closes the Edit Contact screen without saving and returns to the Contacts tab.

Button

Function

Save

Saves changes made to the Edit Contact screen.

Delete

Permanently removes this contact from the associated Customer Profile and returns to the Contacts tab.

The Delete button is not available for MyDealer contacts or when Integrated Rental is enabled.

For Integrated Rental, you can flag a contact for deletion by:

Open the Edit Contact screen.
Set the Active field to Inactive.
Click Save.

This marks the contact as inactive while preserving integration integrity.

Closes the Edit Contact screen without saving and returns to the Contacts tab.

Add Contact screen

To open the Add Contact screen, click the Click here to add a Contact link on the Contacts tab.

The Add Contact screen allows you to add a contact to for the selected customer.

The fields on theAdd Contact screen are:

Field	Description
Active	Indicates whether the contact is active or inactive. The default value for this field is Yes. The Active function is not available for MyDealer contacts.
Primary Contact	Indicates whether the contact is the customer's Primary Contact. If there is already a Primary Contact assigned to the customer, this field will not appear on the Add Contact screen.
Name	The name of the contact, including the contact's Title/Salutation, First Name, Middle Initial, and Last Name.
Birth Date	The contact's date of birth.
Job Title	The contact's job title.
Spouse Name	The name of the contact's spouse or significant other.
Areas	Indicates the areas of responsibility for this contact. Valid areas can be added to the system on the Areas screen.
Email	Provided you have completed the configuration outlined in Email Headers and specified a valid email address in the Business E-mail Address field below, selecting either the A/R Statement, Parts Invoice or Work Order check boxes will cause the system to automatically email a copy of the selected item(s) to the contact when certain conditions are met.
Email Campaigns	This field will only appear if the Country code assigned to the selected customer has Responsible Marketing enabled. Responsible Marketing is mandatory for all Canadian customers. This field denotes whether the selected contact has agreed to receive marketing emails from your dealership. On the back end, this switch controls the setting of the CCTYP field in the CMASCON file, which has three possible values: E (Explicit Consent- Email Campaigns switch activated)- the contact has explicitly given their consent to receive marketing emails from your dealership. O (Opt-out- Email Campaigns switch activated then deactivated)- the contact has opted out of receiving marketing emails from your dealership. Blank- the contact has not yet specified whether they want to receive marketing emails from your dealership. Note that any contacts with a blank value in this field will continue to receive marketing emails until June 30th 2017, after which the system will automatically change their email subscription status to O (Opt-out). As soon as this switch is activated (set to E), you cannot revert the value of the CCTYP field to blank; only E or O will be viable options, and as such, the Permission By and Method fields will always be mandatory. The default value for this field is based on the option selected in the Email Campaigns field of the >Add Customer screen. The Do Not Contact switch on the Customer Profile will override the value in the Email Campaigns/ CCTYP field. As such, if you want to send marketing emails to the selected contact, make sure the Do Not Contact field is not selected. For additional details regarding this field, please see the Responsible Marketing Overview topic.
Permission By	This field will only appear if the Country code assigned to the selected customer has Responsible Marketing enabled. The name of the person who gave their explicit consent on behalf of the selected contact to receive or opt out of marketing emails sent from your dealership. The value in this field may be system generated depending on how the Email Campaigns switch was activated or deactivated (e.g. if the contact uses the Subscribe/ Unsubscribe option in a marketing email.)
Method	This field will only appear if the Country code assigned to the selected customer has Responsible Marketing enabled. The method by which the person in the Permission By field informed the dealership that the selected contact was opting in or out of receiving marketing emails. The value in this field may be system generated depending on how the Email Campaigns switch was activated or deactivated (e.g. if the contact uses the Subscribe/ Unsubscribe option in a marketing email.)
Mailing Codes	The customer's mailing code(s).
Last Call/ Next Call	These fields will only appear if the Call Scheduling switch in the Division Settings screen is deactivated (this switch is also located in the BRWVAL1 table of the green screen application) . VitalEdge strongly recommends activating this switch in order to begin using the Call Scheduling application instead of these fields. These fields allow you to record the last date and next date on which the selected contact was (or will be) called. Call dates recorded in these fields are saved in the green screen application but not displayed anywhere within IntelliDealer. As such, it is recommended that you activate the Call Scheduling switch in the Division Settings screen (table BRWVAL1 table of the green screen application) in order to begin using the Call Scheduling application.
Call Frequency	This field will only appear if the Call Scheduling switch in the Division Settings screen is deactivated (this switch is also located in the BRWVAL1 table of the green screen application) . VitalEdge strongly recommends activating this switch in order to begin using the Call Scheduling application instead of this field. This field will allow you to specify the months in which the selected customer should be called. Calls scheduled using this field will be scheduled for the first day of the selected month and will not be displayed anywhere within the system (to view the calls, you must create a Data Miner report for the selected customer). As such, it is strongly recommended that you activate the Call Scheduling switch in the Division Settings screen (table BRWVAL1 table of the green screen application) in order to begin using the Call Scheduling application.
Comment	Any additional information you wish to add about the contact.
Business Address	The contact's business address.
Home Address	The contact's home address.
Business Zip/Postal Code	The contact's business zip/postal code.
Home Zip/Postal Code	The contact's home zip/postal code.
Business Phone Number	The contact's business phone number. If you are using the IntelliDealer CTI interface, only numbers will be allowed in this field.
Home Phone number	The contact's home phone number. If you are using the IntelliDealer CTI interface, only numbers will be allowed in this field.
Business Cell Number	The contact's business cell phone number. If you are using the IntelliDealer CTI interface, only numbers will be allowed in this field.
Carrier	The contact's business mobile phone carrier code. Valid carrier codes are configured on the Mobile Phone Carriers screen.
Home Cell Number	The contact's personal cell phone number. If you are using the IntelliDealer CTI interface, only numbers will be allowed in this field.
Business E-mail Address	The contact's business e-mail address. If the selected contact has been configured to receive A/R Statements, Parts Invoices or Work Orders created for the associated customer profile (as specified in the E-mail field above) you must enter a valid email address in this field. See Email Configuration.If this field is left blank and an invoice or quote from any part of the system is emailed to the selected customer, if the Update primary contact email address switch is activated on the Authorization List for User Security screen, the system will automatically populate this field with the email address that the invoice/quote was sent to. If you want to configure a MyDealer Web user account for the selected contact, you must configure a Business E-mail Address for the contact. For details, see the Configuring Users for MyDealer Web overview topic.
Home E-mail Address	The contact's home e-mail address.
Business Web Address	The contact's business web site address.
Home Web Address	The contact's home web site address.
Salesperson	The salesperson(s) assigned to the contact.
Parts	The parts salesperson assigned to the contact.
Equipment	The equipment salesperson assigned to the contact.
Service	The service salesperson assigned to the contact.
Rental	The rental salesperson assigned to the contact.
Other	The general salesperson assigned to the contact.
Administration	The salesperson assigned as the administration dealership contact for the selected contact.
Alpha Field 1, 2, 3,4 and 5	User defined. The field labels are customizable through Administration.
Numeric Field 1, 2 and 3	User defined. The field labels are customizable through Administration.
Date Field 1 and 2	User defined. The field labels are customizable through Administration.

The buttons are used to complete work on the Add Contact screen:

Button	Function
Save	Saves changes made to the Add Contact screen.
Close	Closes the Add Contact screen without saving and returns to the Contacts tab.

Feature: 6285

Security: 999 Configuration

Revision: 2025.08

Edit a Contact/ Add a Contact

Edit Contact screen

Add Contact screen

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