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