Specify the Contact Details for an Organisation, Company or District

Security Note: For an organisation, you need the Allow organisation maintenance security right in the Organisations domain security rights group for this activity. For a company or district, you need the Allow company maintenance security right in the Organisations domain security rights group for this activity.

Activity Steps

1. Open the Organisation, Company or District.
2. Select the Contacts tab.
3. Right-click and select New from the menu.
4. Complete the following fields as required.
   • Name
   • Title
   • Department
   • Primary Contact
   • Contact Type—Select from the Contact Type list items defined in the List Editor.
   • Reports To
   • Tax Code
   • Relationship—Select from the Contact Relationship list items defined in the List Editor.
   • Owner
   • Notes
   • Contact Active
5. Enter Contact Details as required.
6. To duplicate a contact, right-click the contact and select Duplicate from the menu.

   Except for the contact Name, all fields in the Contacts table and the Contact Details field group are duplicated.

7. Click Save.