Contact window

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    Overview

    The Contact window has a number of tabs that group information together so that details are easy to view and edit if necessary.

    Tabs on the Contact window

     The tabs on the Contact window are:

    The information shown in these tabs is created while using the Add New Contact Wizard. Once you do work for a contact you need to change the contact into a client.

    Task Bar options

    When the Contact windowis displayed, the options available on the Task Bar are:

    • Convert to Client
      Click to change the contact into a client.

    • Close
      Click to close the selected client record.

    • Delete contact
      Click to delete the selected client.