Difference between revisions of "Create Contact Screen"
From Opentaps Wiki
Jump to navigationJump to search (→Creating a New Contact) |
(→Creating a New Contact) |
||
| Line 6: | Line 6: | ||
*'''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. | ||
| − | *'''Title | + | *'''Title''' |
| − | *'''Department | + | *'''Department''' |
*'''Preferred Currency''' - | *'''Preferred Currency''' - | ||
*'''Initial Account''' | *'''Initial Account''' | ||
| Line 15: | Line 15: | ||
*'''Important Note''' | *'''Important Note''' | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | The Create Contact screen also allows you to enter the relevant phone, email, and primary address information. | |
Revision as of 21:06, 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
The Create Contact screen also allows you to enter the relevant phone, email, and primary address information.
