TSM Wiki

You are here: Welcome » TSM Manual » Contacts

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
5000manual:5050contacts:5050contacts [2020/12/31 16:10] – rajeev.ranjan5000manual:5050contacts:5050contacts [2021/01/11 22:34] (current) – rajeev.ranjan
Line 7: Line 7:
 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  ^^
Line 20: Line 20:
 | |[[.: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]]||
Line 56: Line 59:
 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.