Contact specific information identifying individuals associated with a specific customer, vendor, or employee account can be entered. A customer record will be used here as an example. Complete the following steps to access the contact information for a customer:
Click on the General tab of the customer or other account.
Click on the Contacts tab to show the contacts list as shown below: Set the Contacts tab as the default tab to show contacts on the general tab rather than the note. Review the Standard Features > Account Tabs section of the Main documentation for more details on defaulting a tab. Basic contact information can be entered directly into the Contacts tab. The order of this list can be changed by using the Move Up / Move Down buttons. Additional information can be added by selecting a contact and choosing the More Details... button. Right-clicking on a contact and choosing Create Email will launch a new email in the default mail program of the computer.
Job Titles can be modified and added by going to as shown below:
Add or edit a Job Title from this list. Merge an existing Job Title with another by editing the title so that it matches the desired title. Click OK to save label list.