Contacts

The Contacts window lets you manage multiple contacts for your Customer database. You can add, change, and delete contacts. You can also specify contacts for departments. For example, if you are working with several departments in a company, you can set up a contact for the accounting department and the sales department. You can enter fax and email information and choose the best way to electronically send documents to the contact.

  1. Double-click CUSTOMERICON16.gif. The Customer window opens, displaying the information for the last customer selected.

  2. Select the customer for which to view contact information. If you need instructions, see Selecting a Customer.

  3. Click graphics\CONTACTMAINTENANCE16.gif.

  4. The Contacts window opens. In this window, you can manage multiple contacts for your customers, as well as fax and email documents. For more information, see Using the Customer Contact Window.

Note: You can also access the Contact window through the DDMS Master Menu. Click File and select Contacts, or type Ctrl + N.

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Customer Additional Procedures