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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 allows you to add, update and review the names, titles, phone and fax numbers, and e-mail addresses of contacts for a vendor. You can create and maintain an unlimited number of contact records for the vendor record. In this page you can also set a vendor's primary contact.
To enter contact person records in the Contacts Page, perform the steps below:
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, Address, Phone, and Email nested tabs.
3.In the Details tab, perform the following:
3.1. Enter pertinent information relating to this contact such as the first name, last name, salutation and title. |
3.2. 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. |
3.3. 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. |
3.4. In the designated Notes area you may enter additional notes that you want to save for this particular contact person. |
4.In the Address 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 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. |
4.2. Enter in the Address Code field the code for the contact's address. You may click the List box button to select the appropriate address code from a list. Once a valid address code is entered, the address' related information are displayed in their respective fields in the grid such as company, street, city, state, zip code and country. |
5.In the Phone tab, perform the following:
5.1. 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. |
5.2. Enter pertinent information such as the contact phone number's type, country of location, country code, phone number, and extension number, if any. |
5.3. Mark the Default column to signify that the phone number is the contact person's main line for phone communication. |
6.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:
6.1. 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. |
6.2. Enter in the Type field the contact's e-communication type (e.g. work, home, Facebook, Twitter, etc.) and enter the corresponding information in the E-mail Address field. |
6.3. Mark the Default column to signify that the e-communication record is the contact person's main line for email or online communication. |
7.For subsequent contact entries you want to add, you may click the Append row to end button to activate a new contact line in the grid or click the Insert row before current button to insert a blank line above the currently selected contact record.
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 Email nested tabs.
3.Review or amend the information entered in the fields available in the Details, Address, Phone, and Email 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 Email tabs for the contact record being deleted.
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