Maintaining Company Contacts

Use the Contacts form to maintain the contacts for a company.

To maintain contacts for a company:

1. Go to the Contacts form by selecting the contact link on the Account tab in the Client Details form.
2. In the Contacts form that displays, complete the following fields:
Field Name Description
Contact ID Select New to create a Contact ID for a new contact person. Enter or select the ID of an existing contact to edit the information, or select the contact from the table on the right.
Contact Type Enter the Contact Type.

Name

Enter the Name of the contact person.

Title

Enter the contact's Title.

Address

Enter the contact's Address.

Zip

Enter the Zip code for the contact's Address. The City and State automatically display for that address/zip code.

Work Phone

Enter the contact's Work Phone number.

Note: You can initiate a Zoom call to the client's work phone number by clicking the Call () icon, if a supported soft phone exists on your computer.

Extension

Enter the contact's telephone Extension.

Cell Phone

Enter the contact's Cell Phone number.

Note: You can initiate a Zoom call to the client's cell phone number by clicking the Call () icon, if a supported soft phone exists on your computer.

Email Address

Enter the contact's Email Address.

Comments

Enter any Comments related to the contact person.
3. Click Save.

Related Topic

Maintaining Client Details