Difference between revisions of "Commonly Used Screens"

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(Create or Edit Contact Information)
 
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==Create or Edit Contact Information==
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The following screens are used by many applications:
  
This page is used to add or edit any contact information in the system, including postal addresses, phone numbers, email addresses, web URL's.  Most of the fields are specific to that type of contact information, with the exception of the following:
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* [[Internal Messaging]]
 
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* [[Create or Edit Contact Information]]
*'''Purpose''' - This indicates the purposes of contact information.  Any contact information could have multiple purposes associated with it.  For example, an address could be a billing and a shipping address, or only a shipping address.  When you first create the contact information, you can assign one purpose to it.  Then, when you update the contact information, you can use the [Add Purpose] and [Delete] buttons to add or remove purposes. 
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* [[Setting User Profile]]
*'''Directions''' - This information box allows you to enter directions to a postal address.
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* [[Create Payment Methods]]
*'''Allow Solicitation''' - This allows you to indicate whether or not it is appropriate to solicit this contact information.  Select "Yes" or "No" from the drop down menu.
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* [[Payment Terms]]
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* [[Create Tax ID Screen]]
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* [[Write Email Screen]]
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* [[View Email Screen]]
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* [[User Profiles Screen]]

Latest revision as of 11:18, 12 January 2008