Contact Master Files

Marlin Tyre and Mechanical Workshop Software handles large amounts of company contacts using the Contacts Master File.

To view and edit contacts, select Master Files > Contacts from the menu bar.

The Contacts module will open on the Search list, showing a list of active contacts within the Marlin system.

Adding Contacts

Master Files > Contacts

To the top-right of the Contacts Search list, click on the Add action button.

The Contact window will open on the Details tab, containing a form for adding a new contact.

In the General section at the top-right, enter the customer's identifying information.

Only Given Name is required, but other information including the customer's Title, Surname, Gender and Job Title can be added, if desired.

Additional information about the customer can be entered in the Notes textbox, if desired.

The Password functionality is a roadmap feature that has not been implemented yet and can be ignored. In future it will allow contacts to log into a Marlin system to view statements and make payments toward their accounts.

Leave the Active checkbox ticked to enable the new contact within the Marlin system.

Details for various contact methods can be added using the Contact Methods list below.

Contact Methods

Master Files > Contacts > [Contact] > Details

Details for different contact methods can be added to contacts using the Contact Methods list on the left of their Details tab.

To enter the contact details, click in the relevant Value cell of the Contact Methods list and entering the relevant details.

Additional contact methods can also be added to the list, if desired.

Adding Contact Methods

Master Files > Contacts > [Contact] > Details

To the top-right of the Contact Methods list, click on the Add action button.

Alternatively, click in the next empty Contact Method cell.

Use the picker that appears to select the contact method to add, and enter the details as required.

Contact Loyalty Programs
#### Master Files > Contacts > [Contact] > Details

Contacts can be added to active loyalty programs using the Contact Loyalty Programs list at the bottom of their Details tab.

By default, contacts will be activated for all loyalty programs.

To remove a contact from a loyalty program, untick the relevant Active checkbox in the Contact Loyalty Programs list.

Contacts can be reactivated for a loyalty program at any time by re-ticking the relevant Active checkbox.

If desired, additional loyalty program information, including the contact's Membership Number, Loyalty Program Level, Member Since date and Expire Date can be entered by clicking in the relevant cells of the list and either typing or using the pickers that appear to enter the information.

Loyalty programs can be removed for customers entirely by clicking in any cell on the relevant line and clicking the Delete button to the top-right of the Contact Loyalty Programs list.
deleted programs can't be re-added? - can delete contact but add back / can't re add loyaklty programs
Where are loyalty programs set up? in system menu

Adding Contacts to Customers

Master Files > Contacts > [Contact] > Details

Contacts can be associated with Customers using the Customers list to the top-right of their Details tab.

To associate a customer with a contact, click on the Add action button to the top-right of their Customers list, or click in the next empty Customer cell, and use the picker that appears to select the customer.

To make the contact the primary contact for a customer, tick the relevant Primary checkbox in the Customers list.

Contacts can be deactivated for a customer by unticking the relevant Active checkbox.

Inactive customer associations can be viewed by changing the filter to the top-right of the Customers list and reactivated by ticking the relevant Active checkbox.

Adding Contacts to Suppliers

Master Files > Contacts > [Contact] > Details

Contacts can be associated with Suppliers using the Suppliers list to the right of their Details tab.

To associate a supplier with a contact, click on the Add action button to the top-right of their Suppliers list, or click in the next empty Supplier cell, and use the picker that appears to select the supplier.

To make the contact the primary contact for a supplier, tick the relevant Primary checkbox in the Suppliers list.

Contacts can be deactivated for a supplier by unticking the relevant Active checkbox.

Inactive supplier associations can be viewed by changing the filter to the top-right of the Suppliers list and reactivated by ticking the relevant Active checkbox.

Adding Contacts to Credit Providers

Master Files > Contacts > [Contact] > Details

Contacts can be associated with Credit Providers using the Credit Providers list to the bottom right of their Details tab.

To associate a credit provider with a contact, click on the Add action button to the top-right of their Credit Providers list, or click in the next empty Credit Provider cell, and use the picker that appears to select the credit provider.

To make the contact the primary contact for a credit provider, tick the relevant Primary checkbox in the Credit Providers list.

Contacts can be deactivated for a credit provider by unticking the relevant Active checkbox.

Inactive credit provider associations can be viewed by changing the filter to the top-right of the Credit Providers list and reactivated by ticking the relevant Active checkbox.