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Editing a Contact

If you need to edit a Contact record and you are using Windows or Mac OS X, follow these steps :
  1. Check the Navigation Centre to make sure you are in a module that contains the Contact register (e.g. the Sales or Purchase Orders modules, the Sales or Purchase Ledgers, or the Contract, Quotations, CRM and Service Orders modules if installed). If you are in a different module, click the [Switch Module] button in the Navigation Centre or use the Ctrl-0 (zero) (Windows) or ⌘-0 (Mac OS X) keyboard shortcut. Double-click any of the modules mentioned above in the subsequent list.

  2. Open the Contact register by clicking the [Registers] button in the Navigation Centre and double-clicking 'Contacts' in the resulting list.

  3. The 'Contacts: Browse' window opens, listing the Contacts in Contact Number order. You can change the sort order by clicking on one of the column headings. The heading will be coloured blue to show the current sort order.

  4. Searching for a particular Contact depends on whether you are using the Browse Filtering option in the Optional Features setting in the System module, as follows:

    • If you are not using the Browse Filtering option, first sort the list by the column that you want to use for the search. Then, enter the text that you want to find in the Search field in the top right-hand corner of the window. If you are using Windows, a match will be highlighted as you type each character. If you are using Mac OS X, press the Return key to search. For example, to search for a particular Contact Name, sort by Name before entering a Contact Name (or its first few characters) in the Search field.

    • If you are using the Browse Filtering option, all you need to do is to start typing a letter, word, number, or date in the Search field (there is no need to click in the field before typing). As you type each character, non-matching records will be removed from the list. There is no need to sort the list first.

  5. To modify a Contact record, double-click it in the browse window or highlight it and press the Enter key. The record will be opened in a window entitled 'Contact: Inspect'. The fields in this window are the same as those in the 'Contact: New' window: please refer here for a detailed description of each field.

  6. Edit the fields as necessary. Use the Tab, Return or Enter keys to move from field to field. You will not be able to change the Contact Number.

  7. Click the [Save] button when you are ready to save changes or [Cancel] if you want to leave the record unchanged.

  8. You can also edit a Contact from another register. For example, when entering an Invoice, you might realise that your information about the Customer is out of date (they might have changed their address or telephone number, for example). Place the insertion point in the Customer field in the Invoice and press F2 (Windows) or ⌘-Shift-V (Mac OS X). The Contact record for the Customer opens, allowing you to make the necessary changes. You can also do this from the 'Paste Special' list, when you are choosing the Customer for the Invoice.
If you are using iOS or Android, follow these steps:
  1. Check the Navigation Centre to make sure you are in a module you are in a module that contains the Contact register (e.g. the Sales or Purchase Orders modules, the Sales or Purchase Ledgers, or the Contract, Quotations, CRM and Service Orders modules if installed). If you are in a different module, tap the [Switch Module] button in the Navigation Centre. Tap any of the modules mentioned above in the subsequent list.

  2. To open the Contact register, tap the [Registers] button in the Navigation Centre and then tap 'Contacts' in the resulting list.

  3. The 'Contacts: Browse' window opens, listing the Contacts in Contact Number order. Change the sort order by tapping on any of the column headings and then choosing an option in the resulting pop-up. The current sort column is marked by a dark grey heading.

  4. Searching for a particular Contact depends on whether you are using the Browse Filtering option in the Optional Features setting in the System module, as follows:

    • If you are not using the Browse Filtering option, first sort the list by the column that you want to use for the search. Then, enter the text that you want to find in the Search field and press Search. For example, to search for a particular Contact Name, sort by Name before entering a Contact Name (or its first few characters) in the Search field.

    • If you are using the Browse Filtering option, all you need to do is to start typing a letter, word, number, or date in the Search field. As you type each character, non-matching records will be removed from the list. There is no need to sort the list first.

  5. To modify a Contact record, tap it in the browse window. The record will be opened in a window entitled 'Contact: Inspect'. The fields in this window are the same as those in the 'Contact: New' window: please refer please refer here for a detailed description of each field.

  6. Edit the fields as necessary. You will not be able to change the Contact Number.

  7. Tap √ in the Button Bar when you are ready to save changes. If you want to leave the record unchanged, select 'Cancel' from the Record menu (with 'cog' icon) or tap <. If you tap <, you will be asked to confirm the cancellation.
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The Contact register in Standard ERP:

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