Entering Contacts
Access the Add Contact form.
- Alpha Name
Enter up to 40 alphabetic characters for the contact name. You can enter dashes, commas, and other special characters, but the system does not use them when you search for a name.
- Mailing Name
Enter a mailing name which represents the company or person to whom billing or correspondence is addressed.
- Title
Enter the professional title of the contact as it appears in the Who's Who table.
- Address Type
Enter the user-defined code (system 01, type AT) that identifies the type of address, such as a home address or an office address.
- Phone Number Type
Enter the user-defined code (system 01, type PH) that indicates either the telephone's location or use, such as a business phone or home phone.
- Function
Enter the user-defined code (system 01, type FC) that indicates the function that the contact serves in the company, such as consultant, manager, or staff.
- Department
Enter the department in which the contact works.
- Reports To
Enter the name of the person to whom the contact reports. This field is informational only and not used in any reports.
- Category Code 001-020
Enter user-defined information in any of the category code fields. You can also use these fields to represent associated names in the Who's Who list. You can use these codes to identify names for special mailing lists, phone directories, and so on.