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5000manual:5050contacts:5050contacts [2020/12/31 16:10] rajeev.ranjan |
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:contatc_maintenace_screen686.png?600|}}\\ \\ | + | {{: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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| 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. | ||