Linking a contact to a customer or supplier

These steps describe how to link a contact to a customer or supplier.

Uwaga:  You must have added the customer or supplier before you can assign their contacts.
  1. Use Contacts (CON) to add the new contact.
  2. Use Customers (CUS) or Supplier (SUS) to retrieve the customer or supplier details.
  3. To link a contact to a customer, click the Assign Contacts button on Customers. Or, to link a contact to a supplier, click the Supplier Contacts button on the Supplier form to display Supplier Assign Contacts.
    If any contacts have already been linked to the customer or supplier they are listed on this dialog.
  4. Click Insert to display a blank line on the dialog.
  5. In the Contact Identifier field, enter the contact code or use Query to select the contact.
  6. In the Address Code field, enter the contact's address code or use Query to select it. The contact's address may be different to the customer or supplier address, for example if the contact works in a central site or for a third party.
  7. In the Priority field, enter the priority for this contact.
  8. Click OK to save the contact details.
Temat nadrzędny: Adding and removing customer and supplier contacts