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 > Reports menu, click Standard Inquiries > 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

Column Links to this inquiry Description

Date range available

Status

 

The status of the contact

Examples: Active, Inactive

 

First Name

 

The first name of the contact

 

Middle Name

 

The middle name of the contact

 

Last Name

 

The last name of the contact

 

Company

 

The name of the company associated with the contact

 

Title

 

The job title of the contact

 

Phone Number

 

The primary phone number for the contact

 

Email

 

The email address for the contact

 

Predefined columns

You can add predefined columns to this inquiry.

Column Links to this inquiry Description

Date range available

Contact Key

 

The database identifier of the contact

 

Name

 

The first name and last name of the contact

 

Contact Type Key

Contact Type

The database identifier of the contact type associated with the contact

 

Contact Type

Contact Type

The contact type associated with the contact

Examples: Client, Employee, Vendor

 

Address

 

The first line in the main address for the contact

Example: street address

 

Address 1

 

The first line in the main address for the contact

 

Address 2

 

The second line in the main address for the contact

Examples: suite number, building number

 

Address 3

 

The third line in the main address for the contact

 

City

 

The city name in the main address for the contact

 

State

 

The state name in the main address for the contact

 

Zip

 

The ZIP code in the main address for the contact

 

Country

 

The country name in the main address for the contact

 

Mailing Address 1

 

The first line in the mailing address for the contact

Example: street address

 

Mailing Address 2

 

The second line in the mailing address for the contact

Examples: suite number, building number

 

Mailing Address 3

 

The third line in the mailing address for the contact

 

Mailing City

 

The city name in the mailing address for the contact

 

Mailing State

 

The state name in the mailing address for the contact

 

Mailing Zip

 

The ZIP code in the mailing address for the contact

 

Mailing Country

 

The country name in the mailing address for the contact

 

Phone 1 Text

 

A description of the primary phone number for the contact

Examples: Office, Cell

 

Phone 2

 

The secondary phone number for the contact

 

Phone 2 Text

 

A description of the secondary phone number for the contact

Example: Home

 

Phone 3

 

The tertiary phone number for the contact

 

Phone 3 Text

 

A description of the tertiary phone number for the contact

 

Fax

 

The fax number for the contact

 

Fax Text

 

A description of the fax number for the contact

 

Website

 

The website URL associated with the contact

 

Notes

 

Any notes about the contact