Creating and maintaining accounts payable - Contact tab

Menu paths 

• Finance ➔ Accounts payable ➔ Maintain
• Go to CRM ➔ Accounts ➔ Maintain accounts, and then click New or select an account and click Edit.

Introduction 

This document provides the information on how to create and maintain contacts for your creditor.

Fields

Contact persons section

Status

Select Active, Inactive, or All to filter and view your contacts according to the specified status. By default, the status is All.

New

Click this to add a contact person from the creditor’s company. For more information, see Creating and modifying contact persons.

Edit

Click this to modify the details of the existing information of the selected contact person.

Delete

Click this to remove a contact from the list of contact persons.

Note: This is disabled if the selected contact person is a main contact person.

Delete: Contact persons – Doubles

Click this to delete duplicate entries of a contact person.

Update: Contact persons – Initials

Click this to update the initials of the selected contact person.  

Repair: Contact persons – Gender

Click this to automatically rename the gender of the contact person. The default is always Male. Therefore, when you add a new female contact person with the proper titles (e.g. Mrs or Ms), this function will automatically rename the gender field from Male to Female.

Addresses section

New

Click this to add a new address type for the contact person of the creditor.

Note: The address types displayed are derived from System ➔ General ➔ CRM ➔ Address types. For more information, see Creating and maintaining address types.

Edit

Click this to modify the details of the selected address for the contact person of the creditor. For more information, see Maintaining addresses of account contact person. 

Delete

Click this to remove the selected address.

Note: If a main address is selected, a message "Not deleted. Can't delete: Address - Visit: Main" will be displayed. A similar message will be displayed if the selected address is in use.

Related documents

• Creating and maintaining address types
• Creating and maintaining accounts payable
• Creating and modifying contact persons 
• Maintaining addresses of account contact person