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This window lists any contact entries that have been recorded for
customers or suppliers.
Listing
Overdue
Contacts
To
display only entries with a Recontact Date of today or before
today, i.e. the recontact is overdue, click the box beside List
only overdue contacts box.
Adding
Contacts
To
create a new contact with a customer or supplier, click the New
button. This displays the Contact Entry
window, which is where you enter the details.
Display
Contact Details
To
display the details of an existing contact, click on the contact
line in the list, and then click the Display button. This
shows the details in the Contact Entry
window.
Deleting
Contacts
To
delete an existing contact, click on the contact line in the list,
and then click the Delete button.
Searching
for Contacts
The Search button allows you to search through the list of
contacts, in either the Date, Name, Subject
or Recontact Date details.
Sorting
the
Contacts
You will notice that the top of each column has two arrowheads
beside the column name. These are sort arrows, and allow you to
alphanumerically re-order the list based on that column. The upward
arrowhead orders the column from a to z. The downward arrowhead
orders the column from z to a. When you click on an arrowhead, the
other arrowheads disappear to indicate that you are sorting the list
based on the order in that column. To un-sort the list, click on the
arrowhead again, and all the arrowheads will reappear.
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