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Quantum VS Help: File Maintenance |
Contacts are records which record the names and contact details of the people you and your company deal with. Contact records are used to record each person's name, job function, site address and any other contact details you wish to record.
Contact categories include:
General contacts - general contacts with whom you do business (i.e. a contact not linked to a Branch, Customer or Supplier), such as a plumber or window cleaner.
Branch contacts - contacts at your various branch sites (i.e. linked to a Branch record).
Customer contacts - contacts at customer companies you deal with (i.e. linked to a Customer record).
Supplier contacts - contacts at supplier companies you deal with (i.e. linked to a Supplier record).
Note: The Contact Group Maintenance control record is used to define and manage the fields available for recording the contact details of the available contact categories. See Contact Group Maintenance.
This section covers:
Note: To locate and open an existing Contact record see Finding Contacts.
NEXT: Viewing A Contact Record