Maintaining Contact Information

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The following screen displays.

Contact Information Screen

The screen has the following options:

  • Contact - Is this an individual outside your organization
  • Enterprise User - Is this person going to have rights as an Enterprise User
  • Company - Is this record for a company
  • First Name - Contact first name
  • Middle Name - Contact middle name
  • Last Name - Contact last name
  • Sex - Contact gender
  • Email - Contact e-mail address
  • Email Format - Which email format will the user receive, Html or Plain Text
  • Web Site - Contact web site
  • Salutation - Contact salutation for correspondence
  • Title - Contact title
  • Phones - Contact phone number
  • Phones (n) - Opens contact phones screen to add more phone numbers
    contact phones screen
  • Address - Contact address
  • City - Contact city
  • State - Contact state
  • Postal Code - Contact postal code
  • Country - Contact country
  • Customer# - Contact customer number if applicable.
  • (Add) will open Customer Information screen to add customer.