Contacts Administration

Use this screen to set up and maintain an unlimited number of contacts affiliated with vendors, customers, jobs. When the first contact is added, it is automatically designated as the primary contact and a green check mark displays next to the contact name. Contact-specific information corresponding to the selected record displays on the lower portion of the screen. The Contacts feature also includes a Status selection, and it allows you to edit or remove contacts.

Note:

If the "Show contacts for current company only?" checkbox is selected in Company Installation, the Contact Administration screen will only show those contacts affiliated with the current company.