Difference between revisions of "Create Contact Screen"

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m (Protected "Create Contact Screen": Sysop page [edit=sysop:move=sysop])
(→‎Creating a New Contact)
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The Create Contact screen allows you to add new contacts to your contact list with more complete details than the quick add section that appears on every page within the Contact section of Opentaps.   
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The Create Contact screen allows you to add new contacts to your contact list with more complete details than the quick add section that appears on every page within the Contact section of Opentaps.  Enter the appropriate contact details into the following fields:
  
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'''Contact Details'''
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*'''First Name/Last Name'''
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*Party ID
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*'''First Name (Local)/Last Name (Local)''' - The Local contact name is...
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**This allows you to create an ID name for the supplier that is unique to Opentaps.  You will be able to use this in addition to the "Supplier Name" to search for a supplier on the [[Find Supplier Screen|Find Supplier]] screen.
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*'''Salutation''''
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*Supplier Name
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*'''Birth Date''' - You can enter the birth date manually or you can use the [[lookup widget]] to select the date from a calendar.
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*'''Title
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*'''Department
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*'''Preferred Currency''' -
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*'''Initial Account'''
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*'''Description'''
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*'''Important Note'''
  
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'''Contact Information''' - Enter the appropriate data into the following contact fields:
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Contact Information - Enter the appropriate data into the following contact fields:
 
*Country Code
 
*Country Code
 
*Area Code
 
*Area Code

Revision as of 20:58, 9 September 2007

Creating a New Contact

The Create Contact screen allows you to add new contacts to your contact list with more complete details than the quick add section that appears on every page within the Contact section of Opentaps. Enter the appropriate contact details into the following fields:

  • First Name/Last Name
  • First Name (Local)/Last Name (Local) - The Local contact name is...
  • Salutation'
  • Birth Date - You can enter the birth date manually or you can use the lookup widget to select the date from a calendar.
  • Title
  • Department
  • Preferred Currency -
  • Initial Account
  • Description
  • Important Note

Contact Information - Enter the appropriate data into the following contact fields:

  • Country Code
  • Area Code
  • Phone Number
  • Extension
  • E-Mail Address
  • Web URL

Address - Enter the appropriate mailing/shipping information for the supplier.

Retrieved from "https://docs.opentaps.org/docs/index.php?title=Create_Contact_Screen&oldid=270"