Contact master

Use this table to create a contact master:

Field Input
Contact Information

Specify if the contact person is Inactive, Internal, or External, then specify the title, name, position, and job description.

Note: 
  • If details of the company or accounting entity is required, set Title and Position to ‘Company’ and specify personal information.
  • If details of the carrier of the goods is required, set Position to ‘Carrier’ and specify personal information.
  • If the details of the driver carrying the goods is required, set Position to ‘Driver’ and specify personal information.
  • The Name format for the driver should be: Last Name, First Name
Address Information Specify the complete address of the contact person.
Identification Number Click Contact ID and in the Identification Numbers window,specify the Identification Type and Identification Number.

For more information on how to set up a contact master, see Setting up Contact Master.