Menu Path: None
To use Contacts, click the Contacts button in the ribbon in Customer Open Accounts Receivable Management, Customer Open Accounts Receivable Inquiry, Credit Task Management, Credit Task Management Inquiry, or Customer Service Task Management.
View customer contacts.
Select a contact for a customer service task.
Use Contacts to display contact information for a selected customer, or select a contact you want to associate with a customer service task.
|
Button |
Description |
|
Exit |
Click this button to close the Contacts window. |
|
Show Data |
Click this button to refresh data in the Results grid based on the selected sort and position options. |
|
Field or Button |
Description |
|
This grid displays customer contact information. If you accessed this window from Customer Service Task Management, you can double-click a contact to select it for a specific customer service task. |
|
|
Select whether to sort contacts by contact name or contact group. |
|
|
Enter a contact to display at the top of the Results grid. |