Contacts

An entity can only have one instance of each contact type; for example, a vendor cannot have two Primary contacts.

Some contact types will not be associated with all entities. For example, a bank account will not have an Emergency contact type.

This topic describes how to add, edit, and delete contacts.

These instructions are for contacts for banks, customers, installation sites, and shipping destinations. Click here for employee contacts or here for vendor contacts.

Add a contact

  1. Open one of the following windows: Bank Account Management, Customer Management, System Configuration, or Purchasing Configuration > Shipping Destinations tab.

  2. Select a record, and click the Addresses/Contacts button — or if in System Configuration, just click the Addresses/Contacts button. The Contact Management window opens displaying the Addresses tab. These instructions use Bank Account Management in the illustrations.

  3. Click on the Contacts tab.

  4. Click the Add button, and the Add Contact window opens in a popup.

  5. Select the Type from the pull-down list. See About Contact Types for definitions.

  6. Complete the other fields as desired. Last name is required.

  7. Click Save. The record is saved, and you're returned to the Contact Management window.

  8. Repeat steps 4 - 7 to enter additional contacts.

Return to Addresses/Contacts Overview

Edit a contact

Note: If you edit a shared contact, all contacts shared with it are automatically updated.

  1. Open one of the following windows: Bank Account Management, Customer Management, System Configuration, or Purchasing Configuration > Shipping Destinations tab.

  2. Select a record, and click the Addresses/Contacts button — or if in System Configuration, just click the Addresses/Contacts button. The Contact Management window opens displaying the Addresses tab. These instructions use Bank Account Management in the illustrations.

  3. Click on the Contacts tab.

  4. Select a contact, and click Edit, or click the Type link. The Edit Contacts window opens in a popup.

  5. Edit the fields as needed, and click the Save button.

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Return to Addresses/Contacts Overview

Delete a contact

  1. Open one of the following windows: Bank Account Management, Customer Management, System Configuration, or Purchasing Configuration > Shipping Destinations tab.

  2. Select a record, and click the Addresses/Contacts button — or if in System Configuration, just click the Addresses/Contacts button. The Contact Management window opens displaying the Addresses tab. These instructions use Bank Account Management in the illustrations.

  3. Click on the Contacts tab.

  4. Select a contact, and click Delete. You're asked to confirm the action.

  5. Click Yes. The Result window opens displaying successes & failures.

  6. Click Close when you're finished reviewing the results.

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