Maintain Contacts

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Maintain Contacts

This screen allows you to register/manage each customers contact persons.
When a new contact person is entered, the selected customer name and address details will be displayed first. You can now select another customer name from the pull down list.
This will be displayed at the same time as the address details (available in the "Customer data" screen).

 

 

The following actions may be taken in this screen:

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Through the yellow input field you may search for a (part of the) name or value.

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Navigate through the customer data.

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Filter search results on the selected field.

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Set the current contact as main contact for the client.

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Erase the search field.

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Add new customer.

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Delete customer.

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Confirm the insert or changes.

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Cancel the insert or changes.

 

 

 


Last edited: 30-10-2017

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