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. You must set the title and position to Company or Signature Owner. |
| 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. Note: If the position is
Company, TaxID with TaxIdentificationNumber type is required and must be
valid.
|
For more information on how to set up a contact master, see Setting up Contact Master.