Code

A unique code to identify the Job Person.

Job Person Name

Name of the Job Person.

Role

Job title of the Job Person. This can be included in reports and documents.

Phone Nos

Job Person 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 Job Person email address. Click to create a Mail Message (Ctrl+M).

Comment

A 30 character field for reference.

Inactive

You can make a Job Person inactive.

Toolbar

Expand Toolbar (Alt+F9)

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

Zoom

Access grid fields in Form view for each line on the grid. Job Person can be entered or edited in the form or on the grid. To view more fields use the scroll buttons or resize the window.

Insert (F4)

Allows new records to be inserted and gives access to the Code field. Codes entered will sort alphabetically (or as specified if a sort has been added).

Delete (F3)

If transactions exist for the record, delete will not be available.

Customise (Alt+F5)

Opens Customise Fields, select the fields to be visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

Add / Remove as Company Contact (Alt+P)

Add or remove the Job Person as a Company Contact.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.