Contact Master
>>Contact screen fields:
1- Go to Homepage and click on Contact link located at the top of the page.2- Click in Add Contact link at the top-right corner of the page, open the New Contact screen.
>>Want to Create New Customer?
1- Click on the Add Customer link that is seen at the right corner of the page, open the New Customer screen.
>>Contact Information:
Suppose you want to add the Contact Mukesh in your database which is not present. Here are the steps to follow:1- Select the Customer Name. ex- Reliance.
2- Address field is automatically selected based on the Customer Name you selected. This is the
address of the customer.
3- Enter the name of Contact Person & it's Designation. ex- Mukesh & HR.
4- Enter the Department to which contact person belongs to.
5- Enter Fax Number, Phone Number, Mobile Number of contact person.
6- Enter Email Address of contact person.
Field marked with * are compulsory.
>>Want to save Contact Information?
Follow the steps given below:
2- Click on Save button to save Contact. OR
Click on Save & New button to Save the Contact and clear all the fields to enter New Contact.3- Click on Cancel button to Cancel the Contact and clear all the fields to enter New Contact.
4- Click on Back link, go to the Contact Search Screen.