Adding & Editing Contacts

Adding & Editing Contacts

This window is used to add a new contact to a customer or supplier record or to edit an existing contact record. This option can only be called from the Customer Details or Supplier Details options.

A contact can maintain 2 email addresses and 2 telephone numbers. By default however only one box is displayed for each and you will need to press the + symbol to the right of the Telephone No. and/or Email boxes to display another box to add a second telephone number and/or email address.

When you enter a second telephone number and/or email address and you later view their information, the second box will automatically be displayed.

The Email, Web Site, Twitter and Facebook boxes all have a button in the right of their respective boxes. Click these to lookup the address contained in the relevant box.

Email Settings For Contacts

Each contact can be setup to automatically receive documents such as Invoices and Statements to their email address(es) when you email them to the customer. To define if this contact will receive invoices/purchase orders for the customer/supplier, you can tick the Email invoices to this contact / Email purchase orders to this contact box. If you want this contact to receive statements/remittance advice notes, tick the Email statements to this contact / Email remittance advices to this contact.

If the contact that you have selected to receive documents for has more than one email address, you will see a drop-down box to the right of the relevant checkbox for you to select which one of the email addresses you want to send that type of document or if you want to send to both addresses. Click the down-arrow button to view a drop-down of the available options and select accordingly.

Click OK to confirm the changes or Cancel to abandon them. No changes are saved permanently until you Save in the underlying Customer/Supplier Details window.