Maintain contact details

You can maintain contact details for accounts from the account details Contacts tab.

What do you want to do?

  1. From the Enter New Account or Amend Account Details window, click More alongside the Telephone, Mobile or Fax boxes.

    Alternatively, click Add or Edit to add or amend customer contact details, and click More alongside the Telephone, Mobile or Fax boxes.

    The Maintain Telephone Numbers, Maintain Mobile Numbers or Maintain Fax Numbers window appears.

  2. Click Add.
  3. Enter a new telephone number, using the Country, Area Code and Number boxes as required.
    • If you want to use this telephone number as the main telephone number, click Set as Default.
  4. Click OK to confirm the new telephone number.

  1. From the Enter New Account or Amend Account Details window click More alongside the E-mail box.

    Alternatively, click Add or Edit to add or amend customer contact details and click More alongside the E-mail box.

    The Maintain E-mail Addresses window appears.

  2. Click Add.

  3. Enter a new email address in the Value field.

    • If you want to use this new email address as the main email address for the selected company, click Set as Default.
  4. Click OK to confirm the new email address.

  1. From the Enter New Account or Amend Account Details window click More alongside the Web site box.

    Alternatively, click Add or Edit to add or amend customer contact details and click More alongside the Web site box.

    The Maintain Website Addresses window appears.

  2. Click Add.

  3. Enter a new website address in the Value field.

    • If you want to use this new website address as the main address for the selected company, click Set as Default.
  4. Click OK to confirm the new address.
See also

Overview

Contacts (purchase account)

Contacts (sales account)

Other tasks

Enter or amend supplier accounts

Enter or amend customer accounts