Maintaining Contacts

Use Contact Maintenance to identify dealership personnel with whom Blue Water Finance will interact. Contacts set the basis for users who will access the system directly; therefore, every user will need to be created as a contact prior to being given system access.

Contact maintenance includes adding, modifying, or making a contact inactive since deleting is not allowed to prevent the loss of any historical data. Contact preferences, which apply to a variety of communication options when a credit application status changes, can also be set for each contact.

To add a contact

1. From the Menu, select Administration > Contact Maintenance.

   

2. From the Contact List page, click the Add Contact link. The Contact Info window displays.

   

3. Enter the appropriate information. It is mandatory to enter at least a first name or a last name.
4. Enter a fax number, an e-mail address, and/or a text message address if you would like the contact to receive automatic notifications when the loan status changes based on the conditions set in contact preferences.

   NOTE: Sending a text message to a cell phone is as simple as sending an e-mail, where the text message format is the 10-digit cell number, the "@" sign, and the carrier's domain.

   Formats for the largest national carriers:

   Carrier	Format	Example:
   Alltel	10-digit cell@message.Alltel.com	7275551212@message.Alltel.com
   AT&T	10-digit cell@txt.att.com	7275551212@txt.att.com
   Metro PCS	10-digit cell@mymetropcs.com	7275551212@mymetropcs.com
   Sprint/Nextel	10-digit cell@messaging.sprintpcs.com	7275551212@messaging.sprintpcs.com
   T-Mobile	10-digit cell@tmomail.net	7275551212@tmomail.net
   Verizon	10-digit cell@vtext.com	7275551212@vtext.com

   For any other carrier, contact that carrier's customer service department to determine their text messaging format.

5. Click Set Contact Preferences.

   

6. Select the appropriate check boxes.
7. Click Save.

To modify a contact

1. Select the contact's link.
2. Make any necessary changes.
3. Click Set Contact Preferences, if necessary, to make changes to this contact's notification preferences.
4. Click Save.

To make a contact inactive

1. Click next to the contact you wish to make inactive. A message displays confirming the action.
2. Click OK to make this contact inactive.