Contact master
Use this table to create a contact master:
| Field | Input |
|---|---|
| Personal Information |
Specify if the contact person is Inactive, Internal, or External, then specify the title, name, position, job description, owner's percentage, or shareholder's percentage. You must set the title and position to Company. |
| Address Information |
Specify the complete address of the contact person. |
| Communication Details |
Specify the complete communication details of the contact person. |
| Identification Numbers | Click and in the Identification Numbers window, specify the identification type and identification number. |
For information on how to set up a contact master, see Setting up Contact Master.