About contactsWhen you set up contacts, you enter contact information for a person one time so it is available whenever you need to use it. You can enter contact information for anyone you may need to contact. Ajera includes a field for contacts on windows that involve your work with bank accounts, clients, employees, projects, phases, and vendors. You typically set up a contact in
Setup > Contacts. However, you can also add a contact while working
in other areas of Ajera where a Contact field appears. Simply click
To help you organize and find your various types of contacts (for employees, vendors, bank accounts, and so on), be sure to do the following:
Where contact information appearsAs you work in Ajera, you may often reference contact information as follows:
Printing contact informationYou can print a list of contacts, contacts by contact type, or contact types as follows:
See also |
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