Setting up Alias Types

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Overview

If a contact or client has an alias it should be recorded to maintain a complete record of the contact or client in the database. The alias is defined by type and is made available for selection when a user enters an alias for a contact or client on the Contact or Client Page: Main TabThe system administrator defines the different alias types for selection.

Set up an Alias Type

  1. From the main menu, select Maintenance > Client/Supplier > Alias Types.

  2. In the table, in the Description cell in the top row, enter  a description for the Alias Type.

  3. To enter another Alias Type, press [Enter] and then enter information in the new blank row at  the top of the table.

  4. When you have finished, click File:dirname/central/070_Maintenance/050_Client%2FSupplier/010_How+to+set+up+Alias+Types/bttn_ok.gif to save the Alias Types and close the window.

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