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A contact is any non-employee which has any type of association with the business or an employee. Contacts are viewed and managed from the Contacts section of the Employees main window tab. There is no direct connection to an employee made from a contact. The direct connections to the actual employee are made using contact assignments.
| o | To add a contact, select "Add Contact" from the "Employees" main menu or from the control panel in the Contacts section of the Employees main window tab. The Add Contact form provides the following fields for completion: |
| ▪ | These fields are for entering the contact's primary address. |
| ▪ | These fields are for entering the contact's secondary address. |
| ▪ | These fields are for entering the contact's phone numbers |
| ▪ | These fields are for entering the contact's email addresses. |
| ▪ | This field is available for whatever miscellaneous information you wish to record. |
| o | To edit a contact, right-click a contact listed in a table and select Edit. The Edit Contact window will then be displayed. When a change has been made, it must be saved in order to take effect. |
See also:
User Guide: Add/Edit Contact Assignment
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