Select Setup > Contacts. The Contact Manager appears.
From the Contact menu, select New > Customer. Or right-click anywhere in the Contact Manager and select New > Customer from the popup menu. The Create Customer window appears.
Select the General tab to enter the code, display, and addresses.
Select the Contact Info tab to enter email addresses and phone numbers.
After making your selections, click OK.
For additional information about tab options, see below.
In the Code field, enter the unique, user-defined identifier.
In the Display field, enter the name to appear throughout the system.
Create an email address by selecting the email type (Alternate/Business/Home), then pressing the Tab key to move the cursor/focus to the address field. Use the computer keyboard to input the updated address.
Create a phone number by selecting the desired Phone type using the drop-down menu provided. Then click the Plus button (+) for the selected Phone type (the Phone window will open) and use the computer keyboard to input current information. Click OK to save changes and close the Phone window. Then click OK again to close the Create Customer window.
Select Setup > Contacts. The Contact Manager appears.
From the Contact menu, select View > Customer. Or click the Customer tab at the bottom of the Contact Manager window.
Select the customer to modify.
From the File menu, select Properties. Or double-click the customer name from the list. Or right-click the customer name from the list and select Properties from the popup menu. The Customer Properties window appears.
Select the General tab to modify the code, display, or addresses.
Select the Contact Info tab to modify email addresses or phone numbers.
After making your selections, click OK.
Modify the code by clearing the Code field then entering the new code.
Modify the display by clearing the Display field then entering the new display.
Modify an address by selecting the appropriate address type (/Building/Physical/Service) from the drop-down menu, then clicking the Address button. The Address window appears. Input the requested contact address information in the fields provided.
Modify an email address by selecting the email type (Alternate/Business/Home), then pressing the Tab key to highlight the existing e-mail. Use the computer keyboard to input the updated address.
Modify a phone number by clicking the Plus button for the desired Phone type (the Phone window will open) and then using the computer keyboard to delete obsolete information and replace it with current information. Then cick OK to save changes and close the Phone window. Then click OK again to close the Customer Properties window.
Select Setup > Contacts. The Contact Manager appears.
From the Contact menu, select View > Customer... or select the Customers tab from the bottom of the Contact Manager window.
Select the customer(s) to delete. To select multiple customers, use the Ctrl-Click and Shift-Click keyboard/mouse combination.
From the Contact menu, select Delete. Or right-click and select Delete from the popup menu. The Confirm window appears.
Select Yes to delete the vendor and continue.
Select Yes to all to delete all selected vendors.
Select No to cancel this deletion and continue.
Select No to all to cancel the operation.