1. CS3010 Beacon Module 3 Contacts
People and Technology Creating a Safer, Cleaner Environment
Updated 05/2013
Welcome to the Clean Harbors Beacon Module 3 Training – Beacon Contacts.
This course is coded CS3010 and is a conducted as a one time module or refresher as needed

2. Summary
Contacts:
This module will review how to enter/edit customer contacts.
User will learn when and why to use specific contact “types”.
User will develop an understanding as to how a contact type will affect correspondence. This is crucial to proper Invoicing, Manifest Mailing as well as other correspondence.
In this module, we will review how to enter, and edit company contacts and internal contacts. *
Users will learn when, and why to use specific contact types
* User will develop a clear understanding of how contact type affects correspondence to the customer. Accuracy is crucial to proper invoicing and manifest mailing, to name a few.
We will also highlight commmon problem areas and how to correct them. We will point our how poor data will hinder the sales cycle.
Lets get started
We will highlight common errors and how to correct the problem. We will point out how poor data will hinder every aspect of the sales cycle.

3. Customer Contacts Customer Contacts:
- To access the customer contacts tab for your customer, click on CUSTOMER CONTACTS tab in the upper tabs of the PowerPage
- You will notice the CATEGORY. This indicates if you are viewing CUSTOMER contacts or CUSTOMER EXPIRED.

4. Customer Contacts
Every company can have multiple contacts. Each contact is listed with their associated title, type (department), phone and . The contact type determines when the contact address is used for mailings/correspondence.
Main Contact: Every company must have a MAIN contact. If there are no other contacts listed, all correspondence will go to the main contact’s attention
Environmental Contact: Environmental contacts receive information on profiles, such as recerts.
Invoicing Contact: Invoicing contacts receive invoices. The invoicing contact name will print on invoices as first line of billing address. If there is no invoicing contact then the main contacts name will appear.
Each company can have several contacts. Each contact will have their title, department type, phone number and . The contact TYPE determines when the contacts address is used for mailings and correspondence. *
Every company in Beacon must have a MAIN Contact. If there are no other contacts entered for a particular company, then all correspondence – invoices, manifests, mailings, etc. will be sent to the main contacts attention.
The Environmental contact would receive all information on profiles, such as recerts
The Accounting contact would be who receives the invoice copies
The manifest contact would receive the return manifests from their shipments
If a contact has the department type of EXP, or expired – then the contact is no longer with the company. Once a contact is given the type of expired, then they will move to the EXPIRED customer area.
Accounts payable contact is who would be contacted for collection issues
Manifest Copy Contact: Receives the manifest copies. If you use this contact type you also need to add a Manifest Alt address even if it is the same as the Corporate address

5. Customer Contacts
Expired: Choose EXP as a department when the contact has left the company.  Note:  Once a contact is expired, it will move to the 'Customer Expired' Contacts Tab.
Collections: Used for collections.  Do Not use this as a billing contact name.
Cert of Disposal: This contact name will print on the Generator’s Certificate of Disposal. If no CERT contact is present, the Manifest contact name will print. If no Manifest contact is present, the Main contact name will print.  The address on the cert will always be the generators address of the gen code used on the order.

6. Customer Contacts
Click on any of the headers to sort the data, once for ascending, twice for descending
To edit, click on their name again
To edit an existing contact, click on the link of their name

7. Customer Contacts
Any of the information that is not grayed out can be changed.
ADDRESS TYPE: You can associate a particular contact with a particular address.
E-COMM: Checking the Ecomm box as well as adding a address will setup an Individual for rights to Online Services for this company code.
CC on ed Invoices: Checking the CC on ed Invoices box will setup an Individual to be CC’d on invoices that are ed for this company code.
Once you are in the edit contact screen, any information that is not grayed out can be edited by the user. *
They include the prefix, gender, suffix, , title, department, phone and address type
Note that the contacts name is grayed out. You can not edit a contact name. You would need to expire the contact and reenter with the correct information.
Once you are done editing, click the save icon to save your changes

8. Adding a Customer Contact
ADDING A CONTACT:
- To add a contact, display the customer PowerPage and click on the
CUSTOMER CONTACTS
- then click the ADD CONTACT icon

9. Adding a Customer Contact
Enter, at a minimum, all required information (indicated by asterisks )
PREFIX: Mr., Mrs., Ms., etc.
GENDER: Male/Female
FIRST NAME: Individual’s first name
LAST NAME: Individual’s last name
SUFFIX: Jr., etc.
Individual’s address
TITLE: The individual’s title
DEPARTMENT: The individual’s department (Type)
TELEPHONE: The individual’s phone. Make sure
the Office phone is the one used.
ADDRESS TYPE: Pick the established address that the
contact is associated with.
 Once all the required fields are filled in click the save icon.

10. Contacts and Alternative Addresses
Once a contact is added the address will default to TYPE “Corporate”. If you want to set up a contact with an address other than TYPE “Corporate” then you need to change the TYPE in the address section of the Contact page.
DEPT type “MANI” and ADDRESS “TYPE” need to be the same.
Once the ALTERNATE ADDRESS has been added the TYPE will need to be changed to the correct address. In the example above, the contact is DEPT type “MANI” the address TYPE is “Manifest”. This links the MANI contact with the Manifest ALT ADDRESS.