The Contacts option is used to record the persons to be contacted for meetings with customer and/or suppliers. This option is located under the Attached Records menu of the AR/AP browser.
The icons of the Contacts list and the options of the right-click menu are used to record contacts or to modify existing definitions.
| New | Used to record a new contact. |
| Update | Used to modify contact information. |
| Delete | Used to delete the contact definitions. Active definitions cannot be deleted. |
| View | Used to view contact information. The information displayed using this option cannot be changed. |
| Copy | Used to copy selected definition information. |
| Info | |
|---|---|---|
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Start Template | Used to record macro for any transaction by contacts list. | |
Finish Template | Used to finish macro-defining steps. | |
Load From Template | Used to load data from template. | |
Refresh | Used to refresh the Contacts list. | |
Preferences | ||
Line Coloring | Used to color the lines of contacts list according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save contact list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Displays number of contact records. | |
Reporting | ||
List Report | Used to report the records of contact list collectively. | |
Grouped List Report | Used to list the contact records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in contact list. | |
Clear All Sections | Used to clear all selections. | |
Toggle Section | Used to toggle the selections in list. | |
Table Characteristics | Used to record the columns to be displayed on the contact list and their order. |
