Client window > Contacts page

On the Contacts page of the Client window you can create, edit and delete information on the contact persons of the selected client (the client is selected on the Main page of the Client window; the name of the selected client is displayed in the Client window caption; e.g. the next screenshot shows Contacts page for Pocket Moon Souvenirs - US ).

To open the Contacts page, open the Client window and then click Contacts tab.

Each Contact has the following properties:

Note: You can sort out the contacts on this page by each attribute just by clicking on the corresponding column name. You can also change the columns order according to your preferences, customize which columns to be displayed or switch to the vertical view of the table.
For details, see Right-click menu.

If you want to add a contact, click New button, and in the pop-up New Contact window you can enter the necessary information. You can also write down some notes in the Notes box. Having done it, click OK to save the changes, and to add the new contact to the page, or click Cancel to discard the new contact setting.

If you want to edit the existing contact, select it from the list by clicking on it and then click Edit, or just double-click the contact you wish to edit. In both cases the Edit Contact pop-up window will appear. Here, you can change the necessary information about this contact, and then click OK to save the changes, or click Cancel to leave without saving the changes.

To delete the contact, select it from the list by clicking on it and click Delete button. In the pop-up Confirm window click Yes to delete the contact, or click No to exit the window without deleting of the contact.

See Also:

Client window