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Page Revision: Wed, 22 Jul 2009 11:17

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

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