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Navigator > Maintain > Accounts Payable > Contacts List
Provides access to Contacts. You can filter the list by selecting a Creditor, Creditor Group, Default Expense Code, Default Cost Code and Categories.
Double click a Contact or press F12 to open a contact in AP Contact. Drill down (Shift+F12) to open the Creditor record for a selected contact.
Click 
to make selections, and use the lookup.
Selections |
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Display Inactive |
Inactive records are hidden from view with financial information and history retained for reporting. Selected, Inactive records are shown. Clear, Inactive records are hidden from view. |
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Filter Contacts ( |
Apply or clear a Filter on Contact fields. The button changes to indicate if a filter is applied. |
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Auto Select |
Selected, selections, filters and sorts will be immediately applied to the list. Clear, selections, filters and sorts are not automatically applied. The default value is set in AP Settings Misc tab. |
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Select Contacts |
Click to apply selections, filters and sorts to the list. |
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Toolbar |
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Expand Toolbar |
Expand the toolbar to give access to all toolbar options. Press |
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Insert |
Insert a new Contact from AP Contact. |
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Delete |
If active documents exist for the record, delete will not be allowed. |
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Open Details |
Opens the Contact form. You can also double-click to open a contact. |
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Drill Down |
Open the Creditor record for a selected Contact. |
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Print |
Print the list, save it to an Excel worksheet or PDF file. |
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Filter / Sort List Clear Filter / Sort |
Apply or clear a Filter & Sort on Contact and Creditor fields. The button changes to indicate if a filter and sort is applied. |
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Customise |
Opens Customise Fields, you can customise the fields visible in the grid. |
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Refresh |
Reloads the list with changes other Users may have made. |
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Calculate Totals / Clear Totals |
Toggle on/off total calculation for the list fields where Total is selected in grid customisation. |
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Create List View |
Save the current list state as a List View. |
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Memos & Alarms |
Memos and alarms can be entered or edited for contacts. The button changes to indicate if memos and alarms are present. Opens Memos On... with a list of Memos for the Contact. |
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Customise Toolbar |
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Totals |
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Record Count |
The total number of records shown in the list. Click |
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Buttons |
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Batch Email |
Open AP Batch Email for the current list of Contacts. |
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Contact |
Opens Word Lookup to find a Contact. |
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to refresh the total number.
