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This text refers to program version 6.2  

Terminology

Throughout these web pages, the terms "Customer" and "Supplier" are used to refer to records in the Contact register. Those records do not necessarily represent firms that have purchased goods or services from your business or have sold goods or services to you, and in fact can represent any company that is a potential customer or supplier.

As soon as contact is established between your business and a potential client or supplier, you should record their details in the Contact register. You can register their relationship with you (e.g. "Prospect" or "Lead") using the Classification field on the 'Contact' card of the Contact record. Mark the record as a Customer or a Supplier or both using the check boxes in the header, depending on their potential or actual relationship to your company. You can use both Customers and Suppliers in Activities and Customer Letters, but you must mark the record as a Customer if you want to use it in Quotations.

The following phrases have been used in this documentation to describe Activities of various kinds:

Phrase	Refers to an Activity where...
Calendar Activity	the Task Type is Calendar
To Do Activity	the Task Type is To Do
Timed To Do Activity	Type is Timed To Do
Time Activity	the Task Type is Calendar and the Calendar Type is Time (an Activity representing actual time spent in carrying out a task)
Profile Activity	the Task Type is Calendar and the Calendar Type is Profile (an Activity representing the booking of planned [future] time)

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