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When you set up contacts, you enter contact information for a person one time so it is available whenever you need to use it.
You can enter contact information for anyone you may need to contact. Ajera includes a field for contacts on windows that involve your work with bank accounts, clients, employees, projects, phases, and vendors.
You typically set up a contact in Setup > Contacts. However, you can also add a contact while working in other areas of Ajera where a Contact field appears. Simply click in the Contact field, and then click the New button.
To help you organize and find your various types of contacts (for employees, vendors, bank accounts, and so on), be sure to do the following:
Where contact information appears
As you work in Ajera, you may often reference contact information as follows:
You can print a list of contacts, contacts by contact type, or contact types as follows:
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