You are here: Welcome » TSM User Guide » Contacts
Differences
This shows you the differences between two versions of the page.
| Next revision | Previous revision | ||
|
3000user_guide:3210contacts [2020/06/18 09:34] 127.0.0.1 external edit |
3000user_guide:3210contacts [2021/01/11 17:29] (current) rajeev.ranjan |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| {{.:userg103.png|}}===== Contacts ===== | {{.:userg103.png|}}===== Contacts ===== | ||
| - | {{:3000user_guide:contact.png?600|}} | + | {{:3000user_guide:contacts686.png?600|}} |
| The Contact Maintenance module is the place to store details of all your Customers, Suppliers and any other people you deal with. | The Contact Maintenance module is the place to store details of all your Customers, Suppliers and any other people you deal with. | ||
| Line 7: | Line 7: | ||
| === Adding / changing Contacts === | === Adding / changing Contacts === | ||
| - | {{:3000user_guide:new_contact.png?600}} | + | {{:3000user_guide:new_contacts686.png?600|}} |
| Line 41: | Line 41: | ||
| You can search for a Customer ID by pressing the {{:3000user_guide:search.png?50|}}button on the tool bar, enter your search criteria into the Customer ID Field and press ENTER. If TSM finds a match then the contact will be displayed. | You can search for a Customer ID by pressing the {{:3000user_guide:search.png?50|}}button on the tool bar, enter your search criteria into the Customer ID Field and press ENTER. If TSM finds a match then the contact will be displayed. | ||
| - | {{:3000user_guide:search_contact.png|}} | + | {{:3000user_guide:search_contacts.png|}} |
| Line 65: | Line 65: | ||
| === Additional Contacts === | === Additional Contacts === | ||
| - | {{:3000user_guide:additional_contact.png?600}} | + | {{:3000user_guide:additional_contact686.png?600|}} |
| In the Contacts tab of a Contact, the Additional Contacts page shows all the other contacts that are related to a Primary contact. Because a Primary contact can be a large company, you might communicate with more than one person from that organisation. | In the Contacts tab of a Contact, the Additional Contacts page shows all the other contacts that are related to a Primary contact. Because a Primary contact can be a large company, you might communicate with more than one person from that organisation. | ||
| Line 77: | Line 77: | ||
| === History === | === History === | ||
| - | {{:3000user_guide:contact_history.png|}} | + | {{:3000user_guide:contatc_history686.png|}} |