Introduction to the Contact Person Register

When you enter a record in the Customer register, you can record the name of the main contact person in the Primary Contact field on the 'Contact' card. This name will be brought in as a default whenever the Customer is used in a Quotation, Order or Invoice.

If you need to enter further Contact Persons for a particular Customer, you can do so using this register, which is also available as a setting in the Sales Ledger. Then, selecting 'Paste Special' when in the Attn. field of a Quotation, Order or Invoice will list all Contacts for the specified Customer, including the main contact.