Business Partners – Contacts
The form contains a list that allows you to search across all contacts regardless of company. You define the shared properties of contacts using filter criteria and then receive a filtered list. The form is linked to the Company Addresses form and the Contacts tab in the Business Partners module.
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"Contacts" Card
Company: Company name; can be selected using the icon (takes you to the Business Partners – Company Addresses menu).
Last Name
First Name
Title
Primary Record: The edit field is only accessible when updating contacts in a standalone window. If you check this option, this contact is considered the most important contact at the company.
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Basic Information
Position: The contact's role or relationship to the company.
Department
Street
City
ZIP Code
Country
Phone
Mobile
FAX
E-mail
WWW
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Details
On this tab, check the individual tasks that the given person is permitted to perform, as needed.
Send Invoices
Send Orders
Send Offers
Send Inquiries
Send Cash Receipts
Send Warehouse Documents
National ID Number (of the given person)
Date of Birth (of the given person)
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Texts
Description: A more detailed characterization.
Note: An additional note.
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Labels
Labels – you can attach various labels to a specific contact; clicking the "Attach" button displays a selection table for labels; from the left-hand Available Labels table, use the arrow to move the labels you want to assign to the given contact into the right-hand Selected Labels table, then confirm your selection by clicking "OK"; if you need to add a label that is not yet listed in the left-hand Available Labels table, use the "Manage Labels" button; this opens the labels code list (menu Tools – Code Lists – Labels), where you can add the required label.
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Attachments
On this tab, you can archive various documents related to the given person, such as contracts.
The toolbar at the top of the table contains a number of buttons; the purpose of some of them is described in the dedicated section "Program Controls".
Using the "New" button, you can add a new attachment. When adding an attachment, you can choose from the following options:
File – a file from your local computer is loaded into the database,
Internet Link – the application stores the link (URL); the data from the linked source is not loaded into the application,
File Link – the application stores a link to a file on the local computer's disk; the file data is not loaded into the application (do not rename, move, or delete the linked file).
Each inserted attachment has a folder icon that allows you to view the attachment at any time. You can also use the folder icon to save the attachment to a different location. The scanner button is used to scan the document, and the second option allows you to select the scanner and scanning parameters.