Create Contact Screen

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Revision as of 21:23, 9 September 2007 by JRZeitlin (talk | contribs) (Creating a New Contact)
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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. The drop down menu is arranged alphabetically by country. Each currency is assigned a 3 letter ID based on the country and the name of the currency. You can search the drop down menu by typing the first letter of the ID. Continuing to click the first letter will scroll through the list selecting only countries whose 3 letter ID begins with that letter. (Please Note: The 3 letter ID does not necessarily begin with the first letter of the country. For example, the 3 letter ID for the Algerian Dinar is "DZD". Typically, however, typing the first letter of the country is the most effective way to search the drop down menu.)
  • Initial Account - Enter the initial accounts internal name, or click the lookup widget to bring up a Find Account screen. You can search for the account by name or phone number, or select the account from the list on the Find Account screen.
  • Description - Enter any relevant information about the contact in the field provided.
  • Important Note - This field allows you to make important notes about a contact, so that any critical information you would like noted any time the contact is viewed will be distinct from the contact description.

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