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