Contacts Subtask
Use the Contacts subtask on the Manage Accounts Receivable History screen to maintain contacts by invoice for the customer being invoiced.
Contents
| Field | Description |
|---|---|
| Invoice Number, Customer Account, and Customer Name |
These non-editable fields display the invoice number, customer account, and customer name from the Manage Accounts Receivable History screen. |
Table Window
Click
to enter a new line.
| Field | Description |
|---|---|
| Contact ID |
Enter a unique ID code for the contact that you want to add for this customer. When you print invoices or bills, you can then have the bill sent to this ID's attention. For example, you can use a contact ID of "CONOFC" to identify the contracting officer for each customer. |
| First Name |
Enter the first name of the contact. |
| Last Name |
Enter the last name of the contact. The Contacts table is sorted by this field. |
| Phone |
Enter the primary phone number for this contact. |
| Fax |
Enter the fax number for this contact. |
| Other Phone |
Enter any other phone number for this contact (for example, an alternate line or main switchboard). |
| Contact Title |
Enter the title of this contact or any other reference information that you want to track. |
| Comments |
Enter comments for this contact (for example, "check run 10th & 25th of month" or "if no ans. press 479.") |
| OK |
Click OK to save the entries and close this screen. |