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<< Click to Display Table of Contents >> Details Page |
  
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<< Click to Display Table of Contents >> Details Page |
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The Details page allows you to define contact record settings as well as enter notes regarding the contact records, if any.
To enter contact information, perform these steps:
1.Enter in the Salutation field the salutation style the contact prefers to use (i.e. Mr, Ms, Mrs, etc.)
2.In the Title field, enter the contact's position or job title in the company.
3.Mark the Customer Contact checkbox if the contact record is a contact for the customer. This checkbox is disabled if the Sales Order and/or the Accounts Receivable modules are not activated.
4.Mark the Vendor Contact checkbox if the contact record is a contact for the vendor. This checkbox is disabled if the Purchase Order and/or the Accounts Payable modules are not activated.
5.The company name and address fields are grayed out and read-only. The information that will be shown here are the details of the address, phone, and e-mail defined as the default in the Address, Phone, and E-mail pages once the record is saved.
6.In the designated Notes area you may enter additional notes that you want to save for this particular contact record.
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