CONTACTS

Use this subtask to maintain numerous contacts for each customer. It contains the contact name, phone numbers, title, and general comments. You can import contacts when importing address information from another module or customer. You can use this screen for recording names of the customer's A/P personnel to facilitate collections.

Maintain this screen at any time after setting up the customer.

Customer Account, Name

These two non-editable fields display the customer account and name from the main screen.

Address Code

This non-editable field displays the address code from the main screen.

Table Window

Contact ID

Enter a unique ID code to this customer for this contact's name and phone numbers. When printing invoices or bills, you can then have the bill sent to this ID's attention.

For example, you could use a contact ID of "CONOFC" to identify the contracting officer for each customer.

First Name

Enter the first name of the contact.

Last Name

Enter the last name of the contact. The table is sorted by this field.

Phone

Enter the primary phone number for this contact.

Fax

Enter the fax number for this contact.

Other Phone

Enter any other phone number you need for this contact, e.g., an alternate line or main switchboard.

Email Address

Enter the email address for the address entered.

Contact Title

Enter the title of this contact or any other reference information that you want to track.

Comments

Enter up to 30 characters for this contact. For example: "check run 10th & 25th of month" or "if no ans. press 479."