7.7.2. List Contacts

Contacts are people who may be associated directly with CRM Accounts, Customers, Ship-To Addresses, Vendors, Vendor Addresses, and Warehouses. To access the master list of Contacts, select the "List Contacts" option. The following screen will appear:

Contacts Master List

The "List Contacts" screen displays information on all existing Contacts, including Contact first name, last name, Account number, Account name, phone number, alternate phone number, fax number, email address, and web address.

To the far right of the list, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.
NEW: Opens screen for creating a new Contact.
EDIT: Enables you to edit highlighted Contacts. The edit screen is the same as that for creating a new Contact—except that when editing, the fields will contain Contact information. Double-clicking on a Contact will also bring you to the editing screen.
VIEW: Highlight a Contact and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight a Contact and then select this button to remove the Contact from the list.

Right-clicking on a Contact in the Contacts list enables you to select from the following menu options:

Edit: Enables you to edit highlighted Contacts. The edit screen is the same as that for creating a new Contact—except that when editing, the fields will contain Contact information. Double-clicking on a Contact will also bring you to the editing screen.
View: Highlight a Contact and then select this button to reach a read-only view of the "Edit" screen.
Delete: Highlight a Contact and then select this button to remove the Contact from the list.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.