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Entering a Contact

To enter a new record in the Contact register, click [New] in the Button Bar or use the Ctrl-N (Windows and Linux) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, highlight a record similar to the one you want to enter and click [Duplicate] on the Button Bar.

The 'Contact: New' window is shown, empty if you clicked [New] or containing a duplicate of the highlighted record.

Since the amount of information stored about each Contact will not fit in a single window, the Contact screen has been divided into ten cards. At the top of each is the header. This contains the Contact Number, Short Code, Customer and Supplier Categories, Name and the Customer, Supplier, Guest and Dealer check boxes. There are ten named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Contact you are working with.

Entering information in the Contact register often requires you to refer to settings entered in the Sales Ledger or other modules using the 'Paste Special' feature. Where use of 'Paste Special' is appropriate, this is indicated in the text together with the module in which the setting is to be found. Please click on the links for full details of a particular setting.