Add & edit address & contact information for the following:
What kind of record? |
Access it where? |
Examples |
Banks |
Bank representative, branch address |
|
Customer |
School districts, activity funds, AR customers |
|
Employees |
Home address, emergency contact |
|
Installation sites |
Schools & district offices, supervisors, accounts payable clerks |
|
Shipping destinations |
Additional ship to addresses |
|
Vendors |
Payment & order return addresses, sales representative names |
|
Vendors — |
Insurance companies, financial institutions that provide employee 401k or 403b management, and the Internal Revenue Service |
Addresses |
Contacts |
Add, edit, & delete addresses for banks, customers, installation sites, and shipping destinations |
Add, edit, & delete contacts for banks, customers, installation sites, and shipping destinations |
|
Return to AptaFund Overview
Return to Bank Management Overview
Return to Customer Management Overview
Return to Employee Addresses or Employee Contacts
Return to Purchasing Configuration
Return to System Configuration
Return to Vendor Addresses or Vendor Contacts