Difference between revisions of "Create Contact Screen"
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*'''First Name/Last Name''' | *'''First Name/Last Name''' | ||
| − | *'''First Name (Local)/Last Name (Local)''' - The Local contact name is... | + | *'''First Name (Local) / Last Name (Local)''' - The Local contact name is... |
*'''Salutation'''' | *'''Salutation'''' | ||
*'''Birth Date''' - You can enter the birth date manually or you can use the [[lookup widget]] to select the date from a calendar. | *'''Birth Date''' - You can enter the birth date manually or you can use the [[lookup widget]] to select the date from a calendar. | ||
Revision as of 20:59, 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.
