Master Records > Contact Maintenance > Set Up Contact Code

The Emails page allows you to create and maintain the contact person's email information maintained by either the contact person or the company he/she represents.

To create contact's email or social media accounts record, perform these steps:

1.Click the Add button in the grid toolbar to activate a new line in the grid. For subsequent email address entries, you may click the Add button to activate a line in the grid, or click the Insert button to insert a blank line above the currently selected line.

2.Enter in the Type field the contact's email type (e.g. work, home, mobile, etc.). You may click the Type field to access the Miscellaneous Code Maintenance function where you can add, amend, or delete Email Types.

3.In the Email Address field, enter the contact's actual email address. You may select from one of the pre-filled domain names or enter it manually if it is not one of the options.

Note: The email addresses under the Email Address column are clickable. When clicked, it will launch Microsoft's default Mail application with the email address already filled in. To successfully use this feature, be sure that Microsoft's Mail application is properly configured in the workstation you are using.

4.Mark the Default column to signify that the e-communication record is the contact person's main line for email or online communication. The details of the email record that is marked as the default will show in the corresponding fields in the Information page.

5.To delete a line in the grid, select the line that you want to delete; then, click the Delete button in the grid toolbar.

Emails

Emails

See Also