Customer/Supplier Contacts

The Contacts button in the ribbon available in Customer Maintenance and Supplier Maintenance allows you to enter new or update existing contacts for the selected customer or supplier. You can also delete contacts if necessary.

To add a new contact:

1. Click Contacts to display Contact Maintenance. The customer or supplier information appears in the top section in the window.

2. Click the New button in the ribbon.

3. Enter the contact information.

4. Click the OK button in the ribbon to save the contact information.

To update an existing contact:

1. Click Contacts to display Contact Maintenance. The customer or supplier information appears in the top section in the window.

2. Click the First, Prev, Next, and/or Last buttons in the ribbon to navigate through the existing contact names. You can also use the Lookup button to select a contact name.

3. Click the Update button in the ribbon.

4. Edit the contact information.

5. Click the OK button in the ribbon to save the changes.

To delete a contact:

1. Click Contacts to display Contact Maintenance. The customer or supplier information appears in the top section in the window.

2. Click the First, Prev, Next, and/or Last buttons in the ribbon to navigate through the existing contact names. You can also use the Lookup button to select a contact name.

3. Click the Delete button in the ribbon.

4. Click the OK button in the ribbon to confirm the contact deletion.

You can enter or edit contact notes by clicking on the notes button in Contact Maintenance.

To select customer or supplier documents:

1. In Contact Maintenance, click the Documents button. The Contact Document Selection window appears.

2. To select a document, highlight the document in the Available Documents scroll box and click the Add button. Click the Remove button to remove a selected document from the Selected Documents scroll box.

3. Click the Exit button in the ribbon to save the changes and close the window.