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You are here: Ajera Help (A-Z) > Contacts > Changing a contact

Changing a contact

  1. From the Setup menu, click Contacts.
  2. View contacts in the list window differently, if needed.
  1. Click the contact that you want to change, and click Edit .
  1. Change information, as needed.

General tab

Field

Description

Name

The name of the contact - It can be left blank.

Company

The company associated with the contact

Title

The job title of the contact

Type

The category or type associated with the contact

Phone numbers

As many as three phone numbers for the contact in the fields on the left. The field to the right of a phone number contains a description of the number.

Fax

A fax number for the contact and any description to the right of it

Email

An email address for the contact

Website

The contact's website address

Address tab

Field

Description

Address

The contact's main address. In the first three lines, enter the street address, suite number, and so on.

City, State, Zip Country

The city, state, zip code, and country

Mailing address

The mailing address if it is different from the main address

Same as address

When selected, it indicates the mailing address is the same as the main address.

Attachments tab

Field

Description

Category

The category of the attachment

An attachment category is a group of documents with similar characteristics (for example, RFPs). You can set up categories if your security group allows access to them (Company > Security > Setup tab).

Description

The name of the attachment

Added

The date and time when the attachment was made

Notes tab

This tab contains any notes about the contact.

  1. Click Save.
  2. Click Close.

See also

Inactivating a contact

 

 

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