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Page Revision: Wed, 22 Jul 2009 11:24

Table of Contents [Hide/Show] Default Menu Location Contact - Main    General Description    Fields/Filters Contact - All Fields    General Description Contact - Details    General Description    Fields/Filters Contact - Find    General Description

Default Menu Location¶

Maintain >> Address Book >> Contact

Contact screen is used to view, edit, and add new people/contacts.

Contact - Main¶

Contact - Main

General Description¶

You may add new contacts or edit existing contacts information on this Main tab.

Fields/Filters¶

Full Name: Full name of the contact person

Job Title: Contact’s official job title

Company: Company where the contact person works (Companies may be added/edited/deleted in the Organization Screen)

Address: Addresses for the selected contact person

• Clicking the Address button will label the street address, city, state, and zip code in a pop-up window
• Clicking the Arrow button will toggle between Business and Home addresses
  

Phone numbers: There are four available fields for phone numbers of the selected contact person

Email: Email address of the selected contact person

• Click the Email link to automatically prepare an Email message to be sent to the person via your Email program
  

TxtMsg Add: The text message address of the selected contact

• Click the TxtMsg Add link to prepare a text message to be sent to the contact’s cell phone via your Email program
  

Web Page: The web page URL of the contact’s organization

• Click the Web Page link to view the web page via your Internet browser
  

Attributes: Attributes that have been assigned to the contact

Contact - All Fields¶

Contact - All Fields

General Description¶

• All Fields tab is to review the information
  

• Information on this tab cannot be edited
  

• It shows how all of the fields in the Contact Screen are completed
  

Contact - Details¶

Contact - Details

General Description¶

Details tab contains additional information about the selected person.

Fields/Filters¶

Department: The department in which the person works

Office: At which office, if there are branch offices, is the person located?

Profession: Occupations

College: School the person attended

Birthday: Person’s date of birth

Anniversary: Person’s date of marriage

Nick Name: Nick name for the contact

Spouse’s Name: Person’s spouse

Reference ID: A reference ID that can be used for integration into another software package

AcctSPCode: A reference ID that can be used for integration into an accounting software package

Manager’s Name: The name of the person’s immediate supervisor

Assistant’s Name: Coworker that normally answers the phone when the person is not available

Assistant Phone: Phone number to the assistant

Special Interest: Special interest for the person

Things to avoid: Things not to avoid with the person

Hobbies: Things the person enjoy doing

GL Group: The General Ledger group

Contact - Find¶

Contact - Find

General Description¶

When you only know a portion of the person's information, you can use Find tab to help you zero in on the person you're looking for.

Type in any of the known information into the fields labeled Name, Company or Phone. Then click "Find Now!"

The results grid at the bottom of the screen will be populated with all of the matching information. Double-clicking on a person in the results grid will take you back to the Main tab and display all of the information associated with that person.