Create Contact Screen

From Opentaps Wiki
Revision as of 21:11, 9 September 2007 by JRZeitlin (talk | contribs) (Creating a New Contact)
Jump to navigationJump to search

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 - Select the appropriate currency from the drop down menu. Each currency is assigned a 3 letter ID based on the primary country that uses the currency. You can search the drop down menu by typing the first letter of the country that uses the currency.
  • Initial Account
  • Description
  • Important Note

The Create Contact screen also allows you to enter the relevant phone, email, and primary address information.