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Quick Bid - 04.02.03 Company Contacts (Contacts of a Contact) - QB

Views: 685 Last Updated: 11/04/2024 09:41 am 0 Rating/ Voters
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Most Contacts (aka Companies) include some sub-set of Company Contacts (people who work at that Company). Those are added within the Company Detail screen.

Adding Contacts to Company Record

From the Company Details screen (Masters > Contacts and then either New or Edit an existing Contact),

Click New - the Contact Detail (Master) dialog opens.

Master Contact dialog box showing new Contact Detail sub-contact dialog box

Enter the contact's information and click OK to return to the Company Detail (Master) dialog.

click here to view the previous article Adding Contacts (aka Companies) Importing Contacts click here to view the next article



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