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Working with Contacts

The Contact Document is used to record contact details.

  • Contact Details can belong to a Customer or Supplier or be stand alone.
  • Contacts can also appear as the ‘Main Contact’  as part of another document, such as Customer/Supplier.
  • A ‘Contact Type’ categorizes contacts, such as CEO, PA etc. The list of Contact Types is configurable.
  • Contacts can be Classified.

Prerequisites


Using salesorder.com the basics

How to Create a new Contact

There are two types of Contacts:

  1. Those that belong to a Customer or Supplier.
  2. Free-standing contacts, not associated with a customer or supplier.

For Type 1:

  1. Locate the desired Customer/Supplier Document to which the contact belongs.
  2. From the Action drop-down, click ‘New Contact’.
  3. The new Contact will be linked to the parent Customer/Supplier.

For Type 2:

  1. From the Explorer click OrganiserContacts.
  2. This displays the Contact List.
  3. Click ‘Create New‘ plus to display a new Contact Document.