Adding further personal details about a contact

Refers to:
companies form → contacts selection
contacts form

From the Company form:
Every company contact also has a Person record. If you want to add further information about a particular contact:

  • Click on the contact filter
  • enter a filter criterion in the keyname box, and click find
  • double click on the contact in the list at the bottom half of the form, or select the record, and click expand.

From the top menu:

  • Click on the contacts button


This opens the person screen for the selected company contact.

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  • ug2-04.txt
  • Last modified: 2017/12/01 16:35
  • (external edit)