Accountants Enterprise only
This window allows you to define what is displayed in the Contacts Browser.
There are two areas of definition; columns and filters.
Columns
The column headings that are ticked will be displayed on the contact browser.
The column headings that may be used in the contact browser are:
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Contact code
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Date of birth
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Surname
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Alpha
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Status
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Occupation
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Contact type
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Salutation
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Full name
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Alternative code
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Given name
Filters:
Tick the types of contacts to be shown on the contacts browser. This lists the contact types that may be included/excluded:
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Clients
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Prospects
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Creditors
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Other
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Both Client and Creditor
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Edited
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Employees
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Terminated
Tick those types that you wish to see or tick All types.
To save all changes to this window, select the OK button.