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HansaManuals Home   >> Standard CRM   >> Customers, Suppliers and Contact Persons   >> Contact Register  

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This text refers to program version 6.2  

Editing a Contact

The Contact register must be kept up to date, so it will need editing from time to time.

To edit a Contact, first ensure you are in the Contact module and then open the Contact register by clicking the [Contacts] button in the Master Control panel. The 'Contacts: Browse' opens, listing the Contacts in Contact Number order. You can change the sort order by clicking on one of the headings. The blue heading shows the current sort order.

To search for a specific Contact, first sort the list by the column that you want to use for the search. Then, enter the text to be found in the Search field in the top right-hand corner of the window and press Return. For example, to search for a particular Contact Name, sort by Name before entering a Contact Name (or its first few characters) to the Search field.

To modify a Contact's record, double-click on the line in the browse window. That 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 to the previous section for a detailed description of each field.

Edit the fields as necessary. Use the Tab, Return or Enter keys to move from field to field. Click [Save] when you have finished, to save changes.

You can also edit a Contact from another register. For example, when entering a Quotation, you might realise that your information about the Customer is out of date (they might have changed their address or telephone number, for example).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 Quotation and press F2 or ⌘-Shift-V. 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 Quotation.

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