To display the
Contact Management screen:The Contact Management screen lists the contacts linked to a customer / vendor account. The screen indicates the account and all contacts attached to that account. For each contact, the application displays the contact name (last name, first name), contact information, and contact type.
From this screen, you can do the following:
Tap a contact entry to display the Eclipse Address View for that entry.
Create a new contact record using the current address or work phone of the current account record as a template.
To display the
Contact Management screen:
From the Address List, display the either the Accounts or the Contacts address list by tapping the Acct or Cont button.
Tap a record to display the Address View screen.
Tap the Contacts button to display the Contact Management screen.
To create a contact
using the current account as a template:
From the Contact Management screen, tap New to display the Copy Preferences screen.
Select the information to copy from the current account:
Address.
Work telephone number.
The application displays the Eclipse Entry Edit screen. By default, the new record contains the Company name.
Tap Done to return to the previous screen.
To associate
a contact to the current account:
From the Contact Management screen, tap Attach to display the Attach Link screen.
Select a contact entry to add to the current record.
If the contact entry is associated with a different account, the application prompts for confirmation before changing the contact's account.
Tap OK to save changes or Cancel to abort.
Tap Done to return to the previous screen.
To delete a contact from
the current account:
From the Contact Management screen, tap Remove to display the Remove Link screen.
Select a contact entry to remove from the current record.
The application prompts for confirmation.
Tap Yes to remove the link or No to cancel.
Tap Done to return to the previous screen.
See Also: