Debtor accounts - Contacts tab
You may add, delete or enter contact persons for the debtor (customer / client). A list of all contact persons linked to the selected debtor (customer / client) account, you have created, edited or deleted, in the following options on the Default ribbon:

This will display the First name, Name, Address, Address 2, Address 3, Phone 1, Phone 2, Fax and E-mail address.
The options are as follows:
New - This will open a blank contactperson screen.
Edit - This will open the selected contact's details screens.
Delete - Delete a selected contact.
Search - This will initiate a similar screen as in the Contacts (Default ribbon) listing all contacts. You can then select a specific contact. You can also use the “Auto-copy info” option to copy the details of a selected contact.
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Deleted contact persons will be removed from this list. |
