This document provides the information on how to create and maintain contacts for your creditor.
Select Active, Inactive, or All to filter and view your contacts according to the specified status. By default, the status is All.
Click this to add a contact person from the creditor’s company. For more information, see Creating and modifying contact persons.
Click this to modify the details of the existing information of the selected contact person.
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.
Click this to delete duplicate entries of a contact person.
Click this to update the initials of the selected contact person.
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.
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.
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.
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.