Entering a Contact - Contact Card
- Address
- Enter here the address to which Invoices, statements and Payments are to be sent.
- Contact
- Paste Special
Contact Persons in Contact register
- Used as default in Sales Invoices
- If the Contact is a company or organisation (i.e. not an individual person), enter here the name of your most important Contact Person working there. This person is your "Primary Contact". If you need to add the names of more Contact Persons who work for the company, use the 'Create Contact Person' function on the Operations menu.
- When you use the Contact in any transaction, the Primary Contact will be copied to that transaction as a default. For example, if you specify the Contact in a Sales Invoice as the Customer, its Primary Contact will be copied to the Attn. field in that Invoice. You can of course change to another Contact Person in that Attn. field. The 'Paste Special' list from that field will only contain Contact Persons that work for the Customer.
- Please refer to the Contact Persons page for more details.
- Telephone, Mobile, Fax, E-mail, Skype Name
- Enter the Contact's main telephone, cell phone and fax numbers, email address and Skype name here.
- Web Site
- If the Contact has a website, enter its address (URL) here.
- VAT Reg No.
- Record the Contact's VAT Registration Number here.
- When you save the record, there will be a check that you have not already used the VAT Registration Number in another Contact record. If you have, you will be warned, but you will still be able to save the record. The warning will contain the Contact Number of the other company.
- Reg No
- If the Contact is a company with a Company Registration Number, enter that Number here.
- When you save the record, there will be a check that you have not already used the Company Registration Number in another Contact record. If you have, you will be warned, but you will still be able to save the record. The warning will contain the Contact Number of the other company.
At the bottom of the 'Contact' card, there is a grid. If the Contact is a Customer or Supplier, this grid will list the Contact Persons working for them. Please refer to the
Contact Persons page for full details.
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