Master Records > Contact Maintenance

To create contact information in the Contact Maintenance function, perform the following:

1.Access the Contact Maintenance function from the Maintenance main menu. Click the New button to create a new Contact Code record.

Note: If the Contact Maintenance function is accessed for the very first time and there are no existing contact records, the Information page is automatically displayed; otherwise, the Search screen is displayed by default.

2.Enter in the Vendor #/Customer # field the vendor/customer code for which the contact record is to be assigned. Alternatively, you may click the Lookup button to display the Search window where you can search for the vendor or customer record. Once a valid code is entered in this field, the rest of the fields on this function becomes enabled.

Note: The label on this field changes depending upon the module from where the Contact Maintenance function is accessed. It will show as Vendor # if the function is accessed from either the Purchase Order or the Accounts Payable modules. On the other hand, the field label will show as Customer # if the function is accessed from either the Sales Order or the Accounts Receivable modules.

3.Enter in the First Name and Last Name fields, the contact's first name and last name, respectively.

4.In the Information page, enter information about the contact's salutation, title, vendor or customer contact and notes, if any. See the Information section for more details.

5.Enter in the Addresses page the addresses the contact may have either work, home or some other address type. Go to the Addresses section for more information.

6.Access the Phones page to enter contact's phone communication information. Refer to the Phones section for more details.

7.In the Emails page, enter contact's electronic mail information such as work or personal email addresses. See the Emails section for more information.

8.When you are ready, click the Save button to save your settings; otherwise, click Cancel to abort create new contact code.

Set Up Contact Code

Set Up Contact Code

See Also