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Entering a Contact

The Contact register is available in the Sales and Purchase Ledgers. To work with Contacts, use the [Module] button in the Master Control panel to enter either of these modules, and then open the Contact register by clicking the [Contacts] button, also in the Master Control panel. The 'Contacts: Browse' window is opened, showing a list of Contacts already entered. To create a new Contact, click the [New] button above the list or use the ⌘-N keyboard shortcut. Alternatively, highlight a Contact similar to the one you want to enter and click [Duplicate] (or use ⌘-Y).

The 'Contact: New' window will open, empty if you clicked [New] or containing a duplicate of the highlighted record. Complete the Contact record as appropriate and as described below, then save it using the [Save] button and close the window by clicking the close box. Then, close the browse window using the close box again.

Since the amount of information stored about each company will not fit in a single window, the 'Contact: New' window is divided into three cards. At the top of each is the header. This contains the Contact Number and Name, the Customer and Supplier Categories, and the Customer and Supplier check boxes. There are three 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.

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