Names in the Address Book
Accountants Enterprise only
You can add names to a contact using the Contact Properties for Contact window.
A name can be an employee of the practice or a contact as follows:
Contacts | Employees |
---|---|
Prospect | Partner |
Client | Manager |
Creditor | Staff |
Both Creditor & Client | Clerk |
Other |
|
The fields available are:
Field | Description |
---|---|
Code | Each name must be given a code established in a manner that allows the name to be easily accessed. Codes are case sensitive. |
Type | This identifies the Name Table Entries selected for the type of name. Press [F10] to display a pick-list of options, such as contact name, alternate name etc. The pick-list that displays at the Type field is the same list of table entries found in the Name Table option in the Maintenance menu. You may add, edit or delete entries from this list. |
Details | There are four lines of up to sixty alphanumeric characters each in this field. Enter the relevant name in the address book for the contact on which you are working. You may bypass any of the lines by pressing [Enter]. |
Copy / Share | These functions provide access to the Address book Browser for you to select information already in the database. The Properties button is active so that you are able to amend the information you about to copy or share. |
Copy
The copy function enables you to copy a name to the contact on which you are working from another contact. The result is two copies of the information
For example, if two contacts have the same business name, that business name may be copied to the contact currently selected, instead of entering the business name twice.
Copy can also be used to 'unshare' names in your database. By selecting to copy a name that is already shared you are breaking the 'share' link.
Share
The share function enables you to share a name between the contact you are working on and another contact in your database. Select Share From if you wish to link the name that you are adding to your database to another contact.
All data that is shared displays the two heads icon to indicate it is relevant to more than one contact in your database.