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Juhend HansaWorld Enterprise'i versioonile 2024-03-16  

Operations Menu - Contact - Update Contact Persons

This page describes the 'Update Contact Persons' function on the Operations menu in the Contact record window. If you are using iOS or Android, the 'Update Contact Persons' function is on the Tools menu (with 'wrench' icon).

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If a Contact is a Customer or Supplier, you can use the 'Update Contact Persons' function when you need to update all its Contact Persons with the latest Invoice Address details. After changing the Invoice Address in the Contact record for a Customer or Supplier, save the record and then select this function from the Operations menu(Windows/macOS) or Tools menu (iOS/Android). The new Invoice Address will be copied to all connected Contact Persons. Other contact details (e.g. telephone number, mobile, Delivery Address etc) will not be copied as Contact Person records are likely to contain personal numbers (e.g. extension numbers).

Please refer to the Linking Contact Persons and Companies - The Contact Relations Register page for more details about working with Customers and Suppliers and their connected Contact Persons.

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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, including:
  
  • Customer Status
    

  • Supplier Status
    

  • Change Password
    

  • Search
    

  • Link Existing Contact
    

  • Remove Linked Contact
    

  • Edit Linked Contact Data
    

  • Update Contact Persons
  
  
• Create menu

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

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