To add a contact record
- On the Contact tab of the Modify Buying Account form, click Add Contact.
- Complete the fields described below.
Once the contact record is created, it's added to the list on the Contacts form. You can then return to edit an existing record by clicking on the ID, Last Name or First Name fields.
If you want to delete one or more contact records, click to select the record or records using the tick box to the left, and then click Delete Selected.
The following fields relate to a contact record:
These fields are required *
| First Name * | Type the first name of the contact for the buying account. |
| Last Name * |
Type the last name of the contact for the buying account. |
| Email Address * |
Type the email address for this contact. |
| Telephone | Enter the telephone number for this contact. |
| Mobile | Enter the mobile telephone number for this contact. |
| Fax | Enter the fax number for this contact. |
| Organisation Name | Type the name of the organisation for this contact. |
| Department | Type the name of the department for this address. |
| Address 1, 2 and 3 | Use the boxes provided to type the contact street and locality address details. |
| City | Type the name of the city or town for this address. |
| Area | Type the name of the state or county for this address. |
| Post or ZIP code | Enter the post or zip code for this address. |
| Country | Type the country name for this address. |
| Add to Email Broadcast List | Set this option if you want this contact to be added to a broadcast list that you use for sending multiple-receipient emails. |
If you've finished making changes to the buying account contact record, you can save it by clicking the Add button.
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