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This text refers to program version 2024-03-16  

Operations Menu - Contacts

The Operations menus for Contacts are shown above. On the left is the Operations menu for the 'Contacts: Browse' window, and on the right is the Operations menu for the 'Contact: New' and 'Contact: Inspect' windows.

If you are using Windows or macOS, you can open the Operations menu by clicking the button with the 'cog' icon (shown highlighted in the illustration above). If you are using iOS or Android, you can access the Operations menu functions through the Tools menu (with 'wrench' icon).

Before using the functions on the Operations menu in the 'Contacts: Browse' window, you should highlight a record in the browse window. The function will then be applied to that record. If you are using iOS or Android, you can highlight a record in the browse window by searching for it.

Note that in Standard ERP version 8.0, some functions that were previously on the Operations menu were moved to the Create menu.

Please follow the links below for details about each function on the Operations menu:

• Customer Status
  

• Supplier Status
  

• Change Password
  

• Search
  

• Link Existing Contact
  

• Remove Linked Contact
  

• Edit Linked Contact Data
  

• Update Contact Persons

The Contact register in Standard ERP:

• Introduction
  

• Entering a Contact
  

• Editing a Contact
  

• Deleting a Contact
  

• Linking Contact Persons and Companies - The Contact Relations Register
  

• Operations menu
  

• Create menu

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

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