I believe we should have some type of contact management system in place or an agreed place to store contacts as we get them. It’s difficult for new professionals to know where to email/call if they haven’t had correspondence with a customer yet.
Vendors of ours is a great place to start so that we know where to send purchase orders. When I started, Ashley thankfully had a spreadsheet of many of the vendors we use with their email addresses, and it has been a lifesaver. However, if we have one central database where they can be added and/or updated – it could save the team time.
Another option is to see if there is the capability to add this type of information to the customer number in JDE.