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.
Review the following instructions to setup contacts: