Contacts Tab

The Contacts tab tracks all customer contact records that are linked to the Address record. Users can also add new contacts and associate existing contacts with the address record.

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order. The functions in the grid allow user to view, add, edit, or delete the record.

• Right - click in the grid to add a record
• Right - click on an existing record to get a menu with options to View Record, Edit Record, Add New Contact, Associate Existing Contact, or Disassociate Contact.
• Double - click on an existing record to open it

   Note:  The same contact may be associated with multiple address records.

How To

Add a New Contact

Associate an Existing Contact