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5000manual:5050contacts:5050contacts [2014/03/06 12:11]
127.0.0.1 external edit 		5000manual:5050contacts:5050contacts [2021/01/11 22:34] (current)
rajeev.ranjan
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 The **Contact Maintenance** module is the place to store details of all your Contacts, Suppliers and any other people you deal with. The **Contact Maintenance** module is the place to store details of all your Contacts, Suppliers and any other people you deal with.
  
-{{:​5000manual:​5050contacts:​image003.png?450|Contact Maintenance Screen}}\\ \\ +{{:​5000manual:​5050contacts:​contacts686.png?600|}}\\ \\ 
  
 ^Sections ​ ^^ ^Sections ​ ^^
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 | |[[.:​5090documents|Documents tab]]| | |[[.:​5090documents|Documents tab]]|
 | |[[.:​5095history|History tab]]| | |[[.:​5095history|History tab]]|
 +| |[[.:​5098prerequisites|Prerequisites tab]]|
 +| |[[.:​5097task|Tasks tab]]|
 +| |[[.:​5096prepaid|Prepaid Time tab]]|
 |[[:​5000manual:​5750reports:​5770contacts|Contact Reports]]|| |[[:​5000manual:​5750reports:​5770contacts|Contact Reports]]||
 |[[:​5000manual:​5800utilities:​5802setup:​5840contacts|Contact Setup]]|| |[[:​5000manual:​5800utilities:​5802setup:​5840contacts|Contact Setup]]||
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 == Toolbar == == Toolbar ==
  
-{{:​5000manual:​5050contacts:​toolbar.png|}}+{{:​5000manual:​5050contacts:​contact_toolbar.png?500|}}
  
 The New, Save, Cancel and Delete buttons allow you to manage the Customer records, with the Arrow buttons used for navigation between records. The New, Save, Cancel and Delete buttons allow you to manage the Customer records, with the Arrow buttons used for navigation between records.
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 {{:​5000manual:​5050contacts:​search.png|}} The Customer Search allows for advanced searching of customer records using ID and many other fields. The search can be run for Customer, Supplier and Contact records, and filtered to display only site customers and customers with a specific Account Status. {{:​5000manual:​5050contacts:​search.png|}} The Customer Search allows for advanced searching of customer records using ID and many other fields. The search can be run for Customer, Supplier and Contact records, and filtered to display only site customers and customers with a specific Account Status.
  \\ \\   \\ \\ 
-{{:​5000manual:​5050contacts:​searchscr.png?450|Customer Search Screen}}+{{:​5000manual:​5050contacts:​contact_search.png?500|}}
  \\ \\   \\ \\ 
 In all cases you can specify whether the field you are searching begins the search string you have entered, or contains the string at any point. In all cases you can specify whether the field you are searching begins the search string you have entered, or contains the string at any point.
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 Enter the first, middle and last name of the individual or primary contact of the contact record. Note if you make any changes to these fields a new record on the [[.:​5070contacts|Contacts tab]] will be created. ​ Enter the first, middle and last name of the individual or primary contact of the contact record. Note if you make any changes to these fields a new record on the [[.:​5070contacts|Contacts tab]] will be created. ​
  
-^**Customer / Supplier**^ 
-Decide whether this Contact is classified as a Customer or a Supplier. This is used to conveniently hide unnecessary entries such as only displaying Suppliers when ordering stock for Purchase Orders, and is required for correct synchronisation with accounting packages. 
  
 **Note:** A message will be displayed, warning you if duplicate company name, address, phone or fax number is entered when adding a new contact. **Note:** A message will be displayed, warning you if duplicate company name, address, phone or fax number is entered when adding a new contact.