View - Contacts - Contact Management
During the registration of a new contact, you select the type of contact it is. This allows you to register a contact as both a customer and a supplier, without having to register the same contact twice. To get an overview of purely customers or suppliers, you are able to use the filter to separate the two, and can for example print a Contact list from the Report module.
When registering a new contact, the only required field is the contact name. The procedure below describes the standard registration of a new contact. You are also able to find out about the various fields available for contact management.
How to register a new contact
Click View - Contacts - Contact Management.
Click New.
Enter the contact's name in the top field.
Enter the contact's address into the address field.
-or-
Click on the Address button and enter each part of the contact’s address
into the opening window. If you register more than one address for a contact,
e.g. invoice and delivery addresses, you can select the type of address
you wish to use, by clicking the arrow button next to the relevant field
and making your selection.
Enter the contact's telephone and fax numbers. Use the arrow buttons if you want to register more than one number.
Enter the contact's E-mail address.
Select an employee from your company under Our reference. This person will be responsible for any future follow-ups. In order to have an employee available in this pull-down list, you must first register all your employees within the Employee Register.
Select any combination of contact types, Customer, Supplier, Partner, or Private that apply to the contact.
The program automatically assigns all contacts
a customer number (even if the contact is not a customer). If the contact
is also a supplier, the program automatically assigns a unique supplier
number to the contact.
You can find out more about how to organise and keep up-to-date with your contacts in the section 'About organising and managing contacts' here.
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The Properties register is where you add new or edit existing alternatives for any of these categorisations.
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