Title |
select the appropriate title for the contact and input the full name. |
Active |
is checked for contacts that are available for use and which are to be included in lists from which they can be selected. This is the normal setting but you can uncheck the box if the person is not to be available as a contact for any reason. |
NOTE: |
Client |
identifies the client for this contact. Enter the client code or click Select to find and choose a client. This is described at Searching and Filters. Press Refresh to show the name. |
Position |
give information about the contact’s job for the client. |
Address |
can be copied from the client’s address or you can input details if the contact is based at a different location. |
Telephone |
provide different methods of communicating with the contact. You can copy the telephone and fax numbers from the client record. |