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This text refers to program version 6.2  

Operations Menu - Update Contact Persons

If the Contact is a Customer or Supplier, use this function to update all its Contact Persons with the latest Invoice Address details. Change the Invoice Address as appropriate, save the Contact record and then select this function from the Operations menu. The new Invoice Address will be copied to all 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).

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In this chapter:

• Introduction
  

• Entering a Contact
  

• Editing a Contact
  

• Deleting a Contact
  

• Linking Contact Persons And Companies
  

• Operations menu, including:
  
  • Customer Status
    

  • Search
    

  • Create Activity
    

  • Add Existing Contact
    

  • Create New Contact
    

  • Create E-mail
    

  • Update Contact Persons
    

  • Copy to local address book

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard CRM manual

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