Select Contact

Select the contact code. Search for a contact using the Accredo Lookups.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Add or edit Contact details.

Insert (F4)

Insert a new Contact.

Duplicate (Shift+F4)

Duplicate the Contact.

Delete (F3)

If active documents exist for the record, delete will not be allowed.

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.

Contact Tab

Customer Code

Must be a unique code consisting of up to sixteen numbers or letters, or a combination of both.

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

Customer 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.

Category 1

Category 2

Maintain from Navigator > Maintain > Company > Contact Categories, or click on the Lookup.

Custom 1

A 30 character field for reference. Custom 1 label can be replaced in AR Settings.

Custom 2

A 30 character field for reference. Custom 2 label can be replaced in AR Settings.

Primary Contact

Selected, the contact is the primary contact for the Customer.

Inactive

When Selected, the contact is inactive.