Contact inquiry
When you set up contacts in Ajera, you enter contact information for a person one time so it is available whenever you need to use it.
Use this inquiry to see information about each of your contacts, such as first name, last name, company, title, phone number, and email.
If needed, you can add predefined columns and view supplemental information such as
address, fax number, and website.
Using the inquiry
From the Inquiry
menu, click List > Contact.
Audience
Accounting staff
Inquiry conditions
The inquiry automatically contains a condition to show only data for active contacts. You can always
add, change,
or delete conditions
on an inquiry.
Standard columns
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Status
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The status of the contact
Examples: Active, Inactive
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First Name
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The first name of the contact
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Middle Name
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The middle name of the contact
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Last Name
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The last name of the contact
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Company
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The name of the company associated with the contact
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Title
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The job title of the contact
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Phone Number
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The primary phone number for the contact
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Email
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The email address for the contact
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Predefined columns
You can add predefined
columns to this inquiry.
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Contact Key
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The database identifier of the contact
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Name
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The first name and last name of the contact
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Contact Type Key
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Contact Type
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The database identifier of the contact type associated with the contact
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Contact Type
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Contact Type
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The contact type associated with the contact
Examples: Client, Employee, Vendor
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Address
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The first line in the main address for the contact
Example: street address
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Address 1
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The first line in the main address for the contact
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Address 2
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The second line in the main address for the contact
Examples: suite number, building number
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Address 3
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The third line in the main address for the contact
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City
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The city name in the main address for the contact
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State
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The state name in the main address for the contact
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Zip
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The ZIP code in the main address for the contact
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Country
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The country name in the main address for the contact
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Mailing Address 1
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The first line in the mailing address for the contact
Example: street address
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Mailing Address 2
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The second line in the mailing address for the contact
Examples: suite number, building number
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Mailing Address 3
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The third line in the mailing address for the contact
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Mailing City
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The city name in the mailing address for the contact
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Mailing State
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The state name in the mailing address for the contact
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Mailing Zip
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The ZIP code in the mailing address for the contact
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Mailing Country
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The country name in the mailing address for the contact
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Phone 1 Text
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A description of the primary phone number for the contact
Examples: Office, Cell
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Phone 2
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The secondary phone number for the contact
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Phone 2 Text
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A description of the secondary phone number for the contact
Example: Home
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Phone 3
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The tertiary phone number for the contact
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Phone 3 Text
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A description of the tertiary phone number for the contact
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Fax
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The fax number for the contact
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Fax Text
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A description of the fax number for the contact
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Website
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The website URL associated with the contact
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Notes
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Any notes about the contact
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See also
About key fields
About standard inquiries
Adding a predefined
inquiry column
Creating a new inquiry column
Displaying
inquiry data for a specific time period
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