Contacts Subtask
Use the Contacts subtask at the bottom of the Manage Customers screen to maintain numerous contacts for each customer.
This subtask screen 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.
Click to begin adding of contacts.
Contacts
Field | Description |
---|---|
Contact ID |
Enter a unique ID code for this customer for this contact's name and phone numbers. When you print invoices or bills, you can send the bill 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, for example, 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." |