CONTACTS

Use this subtask to maintain an unlimited number of contacts for each customer. You can import contacts when importing address information from another module or customer. Maintain this subtask any time after setting up customer data.

Customer Account, Address Code

These fields display the customer account, description, and address code from the main screen.

Table Window

Contact ID

Enter a unique ID code for this contact. After printing invoices or statements, you can mail them to the appropriate person represented by this ID. For example, a contact ID of "CONOFC" could be used 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. This table is sorted alphabetically by this field.

Phone

Enter the primary phone number for this contact.

Fax

Enter the fax number for this contact.

Other Phone

Enter an alternative phone number for this contact, such as a home phone number or second office number.

Email Address

Enter an e-mail address for this contact.

Contact Title

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

Comments

Enter a reference note of up to 254 characters for this contact.