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 26) Adding Contacts to the Contact List

 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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