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Quantum VS Help: File Maintenance |
You may view, edit, search for and add contacts and contact details for the current Branch by selecting the Contacts tab within a Branch record.
Note: An alternative method of finding and opening a Contact record is to use the Finder to search for the Contact. See Finding Contacts.
To view Branch Contacts:
1. Find and open the Branch record for the required branch. See Finding Branch Records.
2. Click the Contacts tab:
3. Contacts recorded for this Branch are listed.
Click the link in the Id column to open the Contact record for viewing and/or editing. For details see Viewing A Contact Record.
If there is more than one page of contacts you may click the blue arrow keys to scroll backwards and forwards through pages of contacts.
To search for a particular contact, use the Search Contacts section: enter a search term in the available field then click the magnifying glass icon.
You may also add new Contacts for a selected Branch in this tab - see Adding Branch Contacts.
NEXT: Adding Branch Contacts