The Company Contacts list includes all the contacts of the company you work or communicate with. Using this form, you can add new contact persons and assign one of them as the default contact person.
To open this form, click the Contact Persons link on the Sales > Master Data > Companies form.
The Contact Persons list
In this list, the contact persons of the company are listed with their names and positions.
Toolbar buttons
Click the Create button on the toolbar to add a new company contact person. For details, refer to Adding an Company. Adding a Contact Person.
Click Set as Default Contact Person on the toolbar to make the contact person selected in the list the default contact person of the company. Default contact will populate the Contact Person field in all documents. Anchor
You can use this form to add a new contact person for the company. Also, you can specify the events GL accounts to be used for transactions related to this contract and set credit limit.
The Main Parameters tab
On this tab, you can provide the main information about the contact person: the full name and actual contact information.
The Contact Person (create) form. The Main Parameters tab
Make sure the Company field is populated with the name of the company for which you need to add a contact person.
Use the First Name, Last Name, and Middle Name fields to specify the full name of the person.
Under the Contact Information heading, enter the mobile phone number and the email address in the corresponding fields.
In the Position field, select the position of the contact person form the list of positions maintained for contact persons.
Use the Responsible field to select an employee who is responsible for communications with this contact person.
The toolbar buttons
Click the Save button to save the new contact person or the Save and close button to save the contact person and close the form.
Click the Edit GL Accounts button to view and edit the list of default GL accounts assigned to this company contact person.
Available Links
On the forms, the only link is:
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