Customer Window Definitions

The Contacts window lets you manage multiple contacts for your customer, vendor, salesperson, and serialized databases. From the Master Menu, click Databases and select Contacts. You can also type Ctrl + N. The Contacts window opens. In this window, you can add, change and delete contacts for your customer database.

 

You can also access this window from the Customer, Salesperson, Vendor and Machine databases. For more information, see Using the Customer Contacts Window, Using the Salesperson Contacts Window, Using the Serial Contacts Window, and Using the Vendor Contacts Window.

 

Click each box below for more information.

 

Acct#/Dept/Name (Customer)

Salesperson or Tech/Name (Salesperson)

System/Sub/Serial (Serialized)

Vendor/Name (Vendor)

Type

Contact

Fax

Email

F/E

Invoice

Ship Notice

Phone

Ext.

URL

 

Return to:

Contacts Window Definitions

About Shipping Notices

Adding a Customer Contact

Adding a Salesperson Contact

Adding a Serialized Contact

Adding a Vendor Contact

Changing a Customer Contact

Changing a Salesperson Contact

Changing a Serialized Contact

Changing a Vendor Contact

 

See also:

Setting Up DSR for Salespersons

Understanding the Contact Database