Contact Methods

Marlin Tyre and Mechanical Workshop Software enables various contact methods to be added and associated with contacts.

To view and edit contact methods, select System > Contacts > Contact Methods from the menu bar.

The Contact Methods module will open on the Search window, showing a list of active contact methods.

Once added details for individual contact details can be added to Customers and Contacts using the Contact Methods list in the Details tab of their master file.

Adding Contact Methods

System > Contacts > Methods

To add a new contact method, click on the Add action button to the top right of the Contact Methods Search list.

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

In the Name textbox, enter a name for the new contact method as it will appear within the Marlin system.

Use the Type drop-down to select whether the contact method is Email, Mobile, Phone or Other.

If desired, the expected values for the contact method can be edited by entering wildcard characters in the Edit Mask textbox.

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

To save the new contact method and return to the Search list, click on the Save action button to the top right of the module window.