AR Customers window: Contacts tab
Use this tab to enter your customer’s contact information. Your primary contact information will appear in the header section of the window. If your customer has multiple contacts, you can enter them here and change the primary contact when necessary. You must edit all contact information on this tab.
To view a list of all your contacts, run the
AR Customer Contacts Report.
Primary
Select the check box for the contact that is your primary contact. This contact information will appear in the header section of the window.
First
Enter the contact’s first name. This field or the Last field is required.
Last
Enter the contact’s last name. This field or the First field is required.
Department
If this contact works in a specific department and you want to track that information, type in the department or use the Lookup to select it. Customer contact departments are defined in the
AR Customer Contacts Department Codes window.
Email
Enter the customer's email address, if applicable. This appears on the Customer Master and Customer Quick List Reports, as well as Sales invoices.
Telephone
Enter the telephone number for this contact. Use only numbers; do not use “-” or “( )” —these characters will autofill when you move focus to a new field in the window. The telephone number appears on the Quick List and Master reports.
Ext.
If the contact has an extension, enter it here.
Alternate
Enter an alternate phone number for this contact. Use only numbers; do not use “-” or “( )” —these characters will autofill when you move focus to a new field in the window. The alternate number appears on the Quick List and Master reports.
Ext.
If the contact’s alternate number has an extension, enter it here.
FAX
Enter the customer's fax number. Use only numbers; do not use “-” or “( )” —these characters will autofill when you move focus to a new field in the window. The fax number appears on the Master Report.
Published date: 11/22/2021