Master Records > Contact Maintenance > Set Up Contact Code

The Information 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.Enter in the Salutation field the contact's preferred salutation.

4.Enter the contact's title or position in the company in the Title field.

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 email defined as the default in the Address, Phone, and Email 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.

7.Click the Set Image box if you want to set a photo or an image of the contact person. AccountMate Enterprise accepts image files such as JPEG, JPG, BMP, GIFF, TIFF and PNG.

Information

Information

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