Working with Contacts

     

Topic: Organiser

Overview

Contact details are recorded in the Contact Document and can either be 'stand alone' (they do not relate to any specific Customer or Supplier) or  they belong to a Customer/Supplier.

 

Prerequisites

Using salesorder.com the basics

 

Entering and Editing

Creating a new Contact

The most common form of Contact is that belonging to either a Customer or Supplier. To create such a Contact simply locate the desired Customer/Supplier Document and from the Action drop-down click 'New Contact. The Contact will then be created with a link to the parent Customer Supplier.

 

To create a stand-alone Contact from the Explorer click Organiser>Contacts. This displays the Contact List. Click 'New Contact' to display a new Contact Document.

 

Contact Key Facts

•Contacts can be created either 'stand-alone' or under a Customer/Supplier.
•Contacts can also appear as the 'Main Contact'  as part of  another document, such as Customer/Supplier.
•Contacts have an 'Contact Type' field (e.g. CEO, PA etc) which can be used to categorize the Contact. The list of Contact Types is configurable.
•Contacts can be Classified using salesorder.com's classification mechanism.

 

Related tasks and information

Configuring Contacts

Working with Classifications

Importing Data