Primary Client Contact Details

Primary Client Contact Details

Purpose

Allow the establishment of Client Contact details.  When appropriate, communication replacement fields are created for Contact Details that are used in both client and account communications.

Access

This dialog may only be accessed from the   button once the Client Details has been accessed.

Dialog Details


Details Specific Fields

Field
Explanation
Contact Name
Enter a Contact Name

This will be in the form that is appropriate to your relationship with the contact

Example Mr & Mrs J Smith, or Jenny Smith
Contact Position
Enter a Contact Position if appropriate

Example Manager, Director etc

Can be left blank
Contact Salutation
Enter a Contact Salutation.  This will be in the form that is appropriate to your relationship with the contact

Example Mrs Smith or Jenny

If this field is left blank all letter to this client will have a salutation of Dear Sir/Madam

Dialog Specific Function Buttons

FieldExplanation

Accesses the Client Contact Browse


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