Adding an eContact

1. When you first enter the eContacts option a Select An Option window appears with the following options:

• EXIT – Select EXIT to exit and return to the User menu.
• A list of categories for the eContacts 
• Company – Used to group together company contacts and other contacts that do not fall under one of the other categories
• User – Used to group together your Net•Yield users
• Broker – Used to group together your broker contacts – can be accessed from the contacts button in the broker table
• Buyer – Used to group together your buyer contacts – can be accessed from the contacts button in the buyers table
• Carrier -– Used to group together your carriers – can be accessed from the contacts button in the carrier table
• Customer – Used to group together your customer contacts – can be accessed from the contacts button in the customer table
• Location – Used to group together your location contacts – can be accessed from the contacts button in the location table
• Sales Rep – Used to group together your sales rep contacts – can be accessed from the contacts button in the sale rep table
• Vendor – Used to group together your vendor contacts – can be accessed from the contacts button in the vendor table

Scroll to the category type of contact you wish to create and press Enter to confirm.

2. At the ID field, enter the ID number for the contact for the category type you have selected. For instance, if the Customer category was selected, enter the Customer ID in the ID field.

If you are selecting a Customer or Vendor eContact and are uncertain of the customer code or vendor code, see Navigating Net Yield - Selecting a Customer ID Code and Selecting a Vendor Code.

If you are entering a Company or User eContact, the company or user name will automatically populate the ID field. Proceed to Step #3.

If you are adding a Broker, Buyer, Carrier, Location, or Sales Rep category contact, you may press the F3 key to display a Select A (Category Name) window will appear with the following options:

• EXIT – Select EXIT to exit and return to the ID field.
• A list of existing contacts for the category selected.

Scroll to the appropriate contact and press Enter to select.

3. A Select An Option window will display with the following options:

• EXIT – Select EXIT to exit and return to the first Select An Option window containing a list of eContact categories.
• ADD – Select ADD to add eContacts.
• PRINT LIST – Select PRINT LIST to print the list of eContacts.
• A list of previously defined eContacts.

Scroll to ADD and press Enter to confirm your selection.

4. A Contacts screen will display. Refer to field list in eContact to fill out each of the required fields.

If Customer, Vendor, or Location eContact was selected in Step #1 a Select A Role window will appear when you enter the Roles field. The following options will display:

• EXIT – Select EXIT to move to the Selection Note field without entering a role.
• ALL – Select ALL to select all roles available for the category selected.
• A list of roles available for the category selected

Scroll to the appropriate role or roles and press Enter to select or select ALL to select ALL roles.

5. When you have finished entering the contact information command options will appear:

• Add Contact – Select Add Contact to save the contact and add additional contacts, if desired.
• Exit – Select Exit to exit without saving the contact.

Select Add Contact. You will be positioned to create another eContact in the Contacts screen. If you are done creating eContacts, press Enter and then select the EXIT option until you exit and return to the User menu.

For more information on the eContacts option see eContact.

Security Required : System - Contacts