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This text refers to program version 4.0  

Operations Menu - New Contact

This function can be used to create records in the Contact Person register in the CRM module, allowing you to add to the list of contact names for this Customer.

When you select the function, the following screen appears, where you can create a new Contact Person record:

The new record is opened in a window entitled 'Contact Person: New'. This means that it has not yet been saved. The Customer Number and Name are brought in automatically. After adding the person's name and making other changes as necessary, save the record in the Contact Person register by clicking the [Save] button in the Button Bar and close it using the close box. Alternatively, if you no longer require the record, click [Cancel]. In either case, you will be returned to the Customer window.

The Customer does not have to be saved before creating a Contact Person.

The 'Contact Person: New' window is fully described here.

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