View - Contacts - Contact Person
- User Settings
By clicking the User settings icon in the tool bar you can adapt the screen
to your needs. You can also choose View
- Settings - User - Settings per Module
and Contact Person to open this
setting.
The screen contains the tabs Default Setup, Contact Person and Tab.
Default setup
You can select between three prefixed settings.
Simple: Simplifies the screen as much as possible and shows only a few fields.
Normal: Shows the most common fields and makes standard default settings available.
Advanced: Shows all available fields and more functionality.
If you want to adapt the screen you can do this under the Tab setting. If you want to customise the screen you can do this under the Tab tab.
Contact Person
This is where you decide what Default values to apply for new contacts.
You can select whether you want the Contact Person to copy addresses from the contact as well as decide how a change of address will influence the Contact Person.
You can also choose whether you want to copy user defined field and groups from the contact. You can decide how changes in these field are to influence the Contact person.
In addition you can mark whether or not you want Our ref. to copy automatically from the main Contact.
In other settings for this module you can select whether or not to show fields for Middle name, whether to automatically open the Contact register when opening the Contact card and adding information about the user when entering a note.
Tab
This is where you can select which tabs you want to show in the Contact management screen. You do this by ticking the check boxes next to tabs you want to include. We recommend that you deselect the ones you don't use for a better screen overview.
Under Other you can select whether to display the totals in the Sales and Invoicing and Purchase tabs including or excluding VAT.
Read more about: