CONTACTS

Use this subtask to maintain contacts by invoice for the customer being invoiced. It contains the contact name, phone numbers, title and general comments. You can also maintain contacts in the Maintain Customer screen.

Customer Account

These two non-editable fields display the customer account code and description 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.

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."