Displaying Contact Maintenance

Access the Contact Maintenance screen directly from the Files menu, or from within a customer or vendor record. When you create a contact, the system assigns an internal ID for that record, as it does with all entity records. The ID displays in the top right border of the screen.

This page contains the following procedures:

Displaying Contact Maintenance from the Files Menu
Displaying Contact Maintenance from the Customer or Vendor Menu

Displaying Contact Maintenance from the Files menu:

From the Files menu, select Contact to display the Contact Maintenance screen.
In the First Name field, do one of the following:

Enter a period (.) followed by the system internal contact ID to display the contact record.
Enter the contact's first, last, or middle name, a token from the Sort By field on the contact record, or at least the first two letters of one of the names or tokens to display a list of matching names.

A list containing the option New and the names of each contact record that matches the spelling of your entry displays.

Do one of the following:

To enter a new contact, select New and press Enter.
To display an existing record, select the record to view and press Enter.

To view a list of contacts associated with a customer or vendor, enter a slash (/) followed by all or part of the customer or vendor name, or enter a slash period (/.) followed by the customer or vendor number.

Displaying Contact Maintenance from Customer or Vendor Maintenance:

From the Files menu, select Customer or Vendor to display the Customer Maintenance screen or the Vendor Maintenance screen.
Use the Contact hot key to display the Contact Display Options screen.
Select from the following:

Show Only Contacts For This Entity
Show All Contacts For All Related Entities

A list containing the option New and each contact associated with that customer or vendor displays.

Do one of the following to display the Contact Maintenance screen:

To enter a new contact name, select New and press Enter.

A blank Contact Maintenance screen displays.

To view an existing contact, select the contact's name from the list and press Enter.