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This text refers to program version 6.2  

Introduction to the Contact Register

The Contact register is where you store information about every company and private individual with whom you have contact, be they Customers, Suppliers, shipping companies, factoring or leasing companies, sales leads or individuals who work for those companies. Contact records do not necessarily represent firms that have purchased goods or services from your business, and in fact can represent any company that is a potential customer. You should also store information about individual persons in the Contact register: these can be private individuals or people who work for Customers or Suppliers. In the latter case, you will have separate records in the Contact register for the Customer or Supplier and for the individual Contact Person. The Contact Person and the Customer or Supplier will be linked using the Customer Relations register (described here).

The Contact register is available in the Contact module. To open the register, use the [Module] button in the Master Control panel to ensure you are in this module and click the [Contacts] button, also in the Master Control panel.

The 'Contacts: Browse' window is opened, showing all Contacts already entered:

The buttons in the top left-hand corner are part of the Limited Access feature. You can use them as follows (Windows versions of the buttons illustrated on the left, Mac OS X on the right):

Lists all Contacts.

Lists Contacts belonging to members of the same Sales Group as the current user (i.e. Contacts with the same Sales Group on their 'Pricing' card that of as the current user).

Lists Contacts belonging to the current user (i.e. Contacts where the Salesman field contains the Signature of the current user).

You can also prevent a user from seeing all Contacts in the list by restricting their view to their own Contacts or to those of their Sales Group.

Please refer to the page describing the 'Access' card of the Person register for full details of the Limited Access feature.

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In this chapter:

• Introduction
  

• Entering a Contact
  

• Editing a Contact
  

• Deleting a Contact
  

• Linking Contact Persons And Companies
  

• Operations menu

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• Home page for Customers, Suppliers and Contact Persons manual
  

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