Add New Contact Wizard - Step 1

Last modified 07:45, 24 Apr 2017

Overview

The information you enter in the Contact Personal Details and Responsibility window appear on the Main tab of the Contact page.

Enter Main details for the contact

  1. Select whether the new contact is a Person or an Organisation.
    Fields that are not applicable are greyed out.

  2. Enter the name details for the contact. The Last Name is mandatory.

Title: Mr, Mrs, Miss, Lord, etc.

FirstMiddle and Last names: These fields are available only if the contact is a person.

Suffix: This field is displayed only for persons. Suffixes such as knighthoods and orders (KBE, MBE, etc.) can be entered here.

Pre Name and Main Name: These fields are displayed for organisations only. Use the Pre-Name field if the organisation's name starts with 'A' or 'The'.  Enter the main part of the name in the Main Name field. As searches are based on the main name, when results are displayed you will see suppliers listed in alphabetical order instead of seeing them all listed under 'T'.

Salutation: Any other name that the person is normally known by or prefers.

Mailing Name: Name used for mailing purposes, alternative to the full name or salutation. If you do not enter a mailing name, the contact's full name will be used.

Initials: Enter the contact's initials if required.

Aliases : Select an alias Type from the drop-down list, then click in the Name field and enter the alias. Press [Enter] to save the alias.

  1. If the contact is a person, specify the gender and enter the date of birth.

  2. Select the partner, departmentoffice and company who will service the contact.

  3. Enter the SalutationMailing Name, Initials and Aliases.

    You can choose to continue with the Wizard to add the client to the database or click Finish and complete the details on the Client page later.

  4. Enter an Email address. If this matches an existing contact or client a duplicates warning will be presented.

  5. Optionally enter a reason won. The list of reasons is maintained via Maintenance, Client/Supplier, Reasons and can be used in reporting.

  6. To continue using the Wizard, click Next.

The Step 2 window opens. This is where you enter Extra details for the contact.

Page statistics
1133 view(s) and 23 edit(s)
Social share
Share this page?

Tags

CCH Central

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |