AP Creditor - Contacts tab

Navigator > Maintain > Accounts Payable > Creditors > Contacts tab

Add, edit or delete contacts.


Full Name			The contact's full name. In Edit mode , click Open Editor `(F2)`in the Full Name field. Opens Full Name editor. The Full Name column will appear as Title, First name, Middle name, Last name and Suffix fields.
Role			Job title of the contact.
Phone Nos			Contact telephone numbers. If Accredo is setup to interface with the telephone system, click to dial. Note: You can change the labels of the phone no fields in Company Settings - Display Labels.
Email Address			The contact email address. Click to create a Mail Message `(Ctrl+M)`, or add the Email Address to a Batch Email `(Ctrl+B)`.
Comment			A 60 character field for reference.
Custom 1			A 30 character field for reference. Custom 1 label can be replaced in AP Settings.
Custom 2			A 30 character field for reference. Custom 2 label can be replaced in AP Settings.
Inactive			When Selected, the contact is inactive.
Category 1 Category 2			Maintain from Navigator > Maintain > Company > Contact Categories.
Toolbar
	Expand Toolbar `(Ctrl+F9)`		Expand the toolbar to give access to all toolbar options. Press `Esc` to close the expanded toolbar.
	Zoom `(Ctrl+F12)`		Zoom to form view to see the contact details.
	Insert `(F4)`		Insert a new contact for the creditor (permission dependent).
	Move up `(Shift+Up)` Move down `(Shift+Down)`		Move the line up or down.
	Delete `(F3)`		Delete the contact. Contacts with active documents cannot be deleted.
	Open Details `(F12)`		Open the contact in AP Contact.
	Print `(Ctrl+P)`		Print a report of contacts for the selected Creditor or save as an Excel worksheet or PDF file to send by email.
	Sort List `(Ctrl+F2)`		Select the sort criteria in Sort - Contact.
	Customise `(Alt+F5)`		Opens Customise Fields, you can customise the fields visible in the grid.
	Set Primary Contact `(Ctrl+S)`		Select a contact to be the primary contact for the account. Primary contact is displayed in Bold, and will appear in the Primary Contact panel on the Creditor tab.
	Links `(Alt+F6)`		Opens Links On... for the record, with a list of links for the record. The button changes to indicate if links are present.
	Memos & Alarms `(Ctrl+M)`		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.
	Hide / Show Inactive Contacts `(Ctrl+H)`		Hide or show inactive contacts.
	Add / Remove as Company Contact `(Alt+P)`		Add or remove the contact as a Company Contact.
	Customise Toolbar		Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.
Email Documents Panel
Remittances		The email address to send Remittances to.
Orders		The email address to send Orders to.
Quotes		The email address to send Quotes to.
Shipment		The email address to be used for Shipments. If this is not entered, the Creditor Email Address will be used.
eInvoice Enabled eShipment Enabled		Settings for eInvoicing.

An email address can be specified for each document type. To select an email address, select a document type from the Email Documents panel, click Select Address(F2) to open Select Email. To select multiple addresses, enter a semi-colon (;) then click Select Address(F2) again. If an email address is subsequently edited you will be prompted to update matching document email addresses. If an email address is not specified for a document the customer will not be included in Batch Email for the document type.