Displaying Contact Maintenance

Access the Contact Maintenance window directly from the Maintenance menu, or from within a customer or vendor record. When you create a contact, the system assigns an internal ID for that record, as it does with all entity records. The ID displays in the bottom-left border of the Contact Maintenance window.

Displaying Contact Maintenance from the Maintenance menu:

1. From the Maintenance menu, select Contact to display the Contact Maintenance window.

2. In the Contact field, enter the contact's name to display the contact record, or enter new contact information.

Displaying Contact Maintenance from Customer or Vendor Maintenance:

1. From the Maintenance menu, select Customer or Vendor to display the Customer Maintenance window or the Vendor Maintenance window.

2. Click the Contacts tab, and then do one of the following:

3. Click the Create New Contact button to enter contact information for a new contact.

4. Double-click a contact listed in the Name column to display the contact record.

3. Save your changes and exit the window.

See Also:

Entering Contact Information

Assigning SFA Access to Entities

Entering Internet and E-mail Information