Customer Contact Window

This window allows you to add a new Contact or edit the details of an existing Contact. The following fields are available:

Title
This displays a list of titles, or you may type in your own.

ForeName, Surname
The Contact's name.

Job Title
E.g. Managing Director

Address, Tel. No., Fax, Mobile Tel. No.

E-Mail
If you are using Outlook to send emails, and you already have an entry in your Address Book for this person, then you may leave this field empty, when an E-mail is sent your mail software will resolve the name into a valid e-mail address. If you do enter an e-mail address, you may enter multiple addresses, separated by a semi-colon (;).

Custom1, Custom2
These two fields will probably be have renamed by you (see custom fields). You may enter up to 255 characters.

Department/Customer
The Contact must belong to a Department and a Customer, select one from the drop-down list. If the department you want is not listed, click the '+' button next to the drop-down arrow.

If you have chosen to use Search boxes, then you will see a text box instead of a drop down list.

Default Contact for department?
If you select a Department and then create a new Job (i.e. without explicitly selecting a Contact), the system will choose whoever has been defined as the default Contact as the person the Job is created against. Similarly if you select a Customer, then create a new job, the system will use the first Contact marked as default in that Customer's Departments.

Notes
Use this to keep any general notes.

OK button
Click to save your changes.

Cancel button
Click to cancel your changes.

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