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<< Click to Display Table of Contents >> Contacts Page |
  
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<< Click to Display Table of Contents >> Contacts Page |
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The Contacts page of the Address Maintenance function allows you to set and define the default company contacts associated with the address code record. When an address record is used in a certain transaction, the contact information associated to the address record is automatically shown in the transaction screen.
To enter contact information in this page, perform the following:
1.Activate a new line in the Contacts grid by clicking the Append row to end button in the grid toolbar.
2.In the grid's new blank line, click the Show (
) button beside the First Name column to display the Details, Phone, and E-mail nested tabs.
3.In the Details tab, perform these steps:
3.1. Enter pertinent information relating to this contact such as the first name, last name, salutation and title. |
3.2. Mark the Default Contact checkbox if you want to set this contact record as the primary contact for vendor or customer communications. Marking this checkbox will show the contact's name in the Default Contact field in the Information page. |
3.3. 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. |
3.4. 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. |
3.5. In the designated Notes area you may enter additional notes that you want to save for this particular contact person. |
4.In the Phone tab, perform the following:
4.1. Click the Append row to end button in the grid toolbar to activate a new line in the grid. For subsequent phone number entries, you may click the Append row to end button to activate a line in the grid or click the Insert row before current button to insert a blank line above the currently selected line.
To delete a line in the grid, select the line that you want to delete; then, click the Delete button in the grid toolbar. |
4.2. Enter pertinent information such as the contact phone number's type, country of location, country code, phone number, and extension number, if any. |
4.3. Mark the Default column to signify that the phone number is the contact person's main line for phone communication. |
5.In the Email tab, you may enter the contact person's email information as well as any social media accounts maintained by either the contact person or the company he/she represents. Perform these steps in this tab:
5.1. Click the Append row to end button in the grid toolbar to activate a new line in the grid. For subsequent email address entries, you may click the Append row to end button to activate a line in the grid or click the Insert row before current button to insert a blank line above the currently selected line.
To delete a line in the grid, select the line that you want to delete; then, click the Delete button in the grid toolbar. |
5.2. Enter in the Type field the contact's e-communication type (e.g. work, home, Facebook, Twitter, etc.) and enter the related information in the E-mail Address field. |
5.3. Mark the Default column to signify that the e-communication record is the contact person's main line for email or online communication. |
6.For subsequent contact entries you want to add, you may click the Append row to end button to activate a new contacts line in the grid or click the Insert row before current button to insert a blank line above the currently selected contact.
To update a contact person's record in the Contacts Page, perform the steps below:
1.Highlight the contact person's record in the Contacts grid.
2.Click the Show () button beside the First Name column to display the Details, Address, Phone, and E-mail nested tabs.
3.Review or amend the information entered in the fields available in the Details, Address, Phone, and E-mail nested tabs.
4.When you are ready, click the Save button from the function toolbar to save your changes; otherwise, click Cancel.
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To delete a contact person's record in the Contacts Page, perform the steps below:
1.Highlight the contact person's record in the Contacts grid.
2.Click the Delete button from the Contacts grid toolbar. A message box will be displayed requesting confirmation to delete the highlighted contact's record. Select the Yes button to confirm; otherwise, click the No button. Deleting a line in the Contacts grid will also delete the entries in the Details, Address, Phone, and E-mail tabs for the contact record being deleted.
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