Add a Contact to the Contacts List:
1)
Select Sales/Receivables,
then select the Customers
button. The Customers window appears.
2)
Find and select the customer for which to enter the contact
information. (see Search for a Customer)
3)
Select the Contacts
tab. The Contact list
appears.
4)
Select the Add
button. The AR Contact window appears.
5)
Enter a First Name to
add a new contact. You must enter a First Name to add a contact.
6)
Enter a Last Name to
add a new contact. You
must enter a Last Name to add a contact.
7)
Enter other available information in the Main Page tab of the AR
Contacts window (Address, Zip, City, State, Email, Fax etc.)
8)
Enter other available information in the User Defined Page of the AR
Contacts window.
9)
Select the SAVE
button to save the new contact information.
To abort adding the new contact
information, select the Exit
button to discard any changes made to the contact
and close the AR
Contacts window.
Note: A First Name and Last Name
are required for each contact added/entered.
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