Home Key Features Contacts
Key Features
Contacts
Overview#
Contacts lists the contact people of your customers and suppliers, and your staff, in one place, with their phone numbers, email addresses and addresses. Use it to find a contact quickly by name, company, number or email address.
Info Contacts is a list only. Edit a contact in its own module: Customers , Suppliers or My Organisation for staff.
Navigation Main Menu > Office > Contacts
Settings#
User Settings#
Navigation Main Menu > Office > My Organisation > Double-click a username to edit the record > Settings (tab)
Note The defaults are the values for new databases and new users. Your database may have different values.
Setting Description Default
General > Contacts - Access Allowed None: no access.All: all the contacts, with the filters.Own (Rep): only the contacts of your own customers (where you are the rep). The filters are hidden and the heading reads "Contacts - Rep".All
Filters Explained#
Filter Description
All, Customers, Suppliers, Staff Which contacts to list. The list refreshes when you select one.
Button Description
View Refreshes the list. Menu The grid layout options.
Fields Explained#
Column Description
Company The customer or supplier. Name, Surname The contact person's name. Tel, Cel, Email The contact details. Address The contact's address. Type Hidden by default. Customer, Supplier or Staff. Menu (...) Customer contacts only. A submenu with these options:New... Quotation: creates a Quotation for the customer. View... Customer Summary, Quotations or Work in Progress: opens the customer's summary, Quotations or work in progress.
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