Use the Client contact maintenance form in Vouchers & Gift Cards to manage contact details for clients.
Ribbon
Option | Description |
Change Password |
Click to set a new password for the client contact. The contact person can change the password next time they log in to the corporate vouchers website. |
Client Contact
Option | Allowed Values | Description |
First Name |
1–50 characters |
The first name of the contact person. |
Last Name |
1–50 characters |
The surname of the contact person. |
Login Name |
1–255 characters |
The login ID used by the contact person to log in to the corporate vouchers website. |
|
1–255 characters |
The email address of the contact person. |
Corporate Vouchers Website |
Access All Client Access Selected Clients |
If Access All Clients is selected, the contact person is able to access corporate voucher orders for all clients. If Access Selected Clients is selected, the contact person is only able to access voucher orders for the clients selected in the corresponding dropdown. The Client Contact is listed on the Contacts tab for every Client that it has access to. |
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