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This text refers to program version 2024-03-16  

Entering a Contact

To enter a new record in the Contact register, open the 'Contacts: Browse' window as described above and select 'New' from the Create menu (Windows/macOS) or from the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (macOS) keyboard shortcut. Alternatively, highlight a record similar to the one you want to enter and select 'Duplicate' from the same menu. If you don't want to open the 'Contacts: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).

In most countries, the 'Contact: New' window will open, empty if you selected 'New' or containing a duplicate of the highlighted record. Complete the Contact record as appropriate and as described on the pages linked below, then save it by clicking the [Save] button (Windows/macOS) or by tapping √ (iOS/Android) and close the window by clicking the close box or by tapping <. Then, close the browse window using the close box or < again.

If the VAT Law in the Company in which you are working is set to "Estonian", "Finnish", "Latvian", "Lithuanian", "Polish" or "Default" and you selected 'New', a 'New Contact' window will open on top of the 'Contact: New' window:

In Estonia, Finland, Latvia or Lithuania, if you are entering a Customer or Supplier, enter their Company Registration Number. If you are in Poland, enter their VAT Registration Number. If you are in the UK (i.e. if the VAT Law is "Default"), enter the postcode (with or without space). Then, click or tap the [Address Lookup] button. In the UK, a list of premises will then be opened, where you can select the correct building number, building name or company name. The company name and full address will be obtained from a central database and copied into the 'Contact: New' window. If your database is registered in one of these countries and you do not want the 'New Contact' window to open (i.e. you want to go straight to an empty 'Contact: New' window), select the Don't use Address Lookup when creating new Contacts option in the Contact Settings setting in the Sales Ledger or CRM module. You will still be able to access the central registration number or postcode databases using the [Update Address] button.

Address Lookup is a chargeable Cloud Service. To use it, you must have registered your database in Estonia, Finland, Latvia, Lithuania, Norway, Poland or the UK using the Automatic Internet Enabler method, as described on the Enabler Key page.

Since the amount of information stored about each Contact will not fit in a single window, the Contact screen has been divided into twelve cards (if you have access to the BI module, there will be thirteen cards). At the top of each is the header. This contains the Contact Number, Short Code, Customer and Supplier Categories, Name and the check boxes that indicate the type of Contact. There are twelve (or thirteen) named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Contact you are working with.

If you are using iOS or Android, the cards will be arranged vertically on screen. You can scroll down to see each one, or you can jump to any card by tapping on any tab and selecting the tab you want to go to.

Please refer to the following pages for details about the fields on each card in the Contact window:

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The Contact register in Standard ERP:

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