Contact master

Use this table to create a contact master where position is 'Company':

Field Input
Contact 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 Contact ID and in the Identification Numbers window, specify the identification type and identification number.

Use this table to create a contact master for the ERP:

Field Input
Name Specify the software version that is used in the common file.
Position Select ERP.

See Setting up Contact Master.