41. Customer Contacts

The people you sell your products to

Some files contain example data in them, you should remove this before submitting back to us for loading.

Key Field Information

Further Reading about field types and notes are contained in the expand sections below, expand if you need to know more details.

Name	Description
BIT	0 is NO / 1 is YES BIT fields must have an entry and can not be blank
Varchar(50)	Is an alpha numeric field of length 50, this can accept letters, number and symbols
INT	Is a single number field (no decimals) e.g. 1,2,3,4,5 Fields marked as INT must have an entry
DECIMAL (8,5)	Is a decimal field which can contain 8 before and 5 after the .dot separator

Default will be used unless you enter something in a field marked as DEFAULT
The CL column indicates the code list that this list can be found in within the document.
Mandatory fields are marked on the excel spreadsheets and in RED below
The field names in the import document can not be changed as these are used for matching.

Name	Type and Limitations	Mandatory	CL	Notes
VisionCustomer	varchar[8]	YES	FK	This is the “Account” code from Customer You can have this multiple times in this file, each line contains one contain for this account
FirstName	varchar(30)
SurName	varchar(30)	YES
Telephone	varchar(30)
Email	varchar(50)
Title	varchar(10)
Dear	varchar(50)
HomeTelephoneNo	varchar(30)
MobileTelephoneNo	varchar(30)
PreferredContact	BIT Default 0			Is this the default contact for the account.
AttendTasting	BIIT Default 0			Optional, used for marketing extracts
Birthday	Date
GeneralNotes	Ntext			A large field which will accommodate general notes about the contact
SOPDOCs	BIT Default 0			If you want this contact to receive the SO documents, this will over ride the one on the customer setup and set the flag on the customer to use the contacts table See Note 3 on the customer import