Field Descriptions

Table Information

 

Contacts

What can I do in this subtask?

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.

When should I use this subtask?

Maintain this subtask at any time after setting up the customer. You might want to include useful information such as the name of the Contracts Manager, the Comptroller, the A/P accountant, etc.

Field Descriptions

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.

Contact Title

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

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.

Comments

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

* A red asterisk denotes a required field.

Table Information

Changes in this screen update the CUST_ADDR_CNTACT (Customer Address Contact) table.

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