Contacts Tab

The Contact tab on the Debtor, Creditor and Non Account screens displays details of the account's associated Contacts.

This tab lists all the Contacts that are associated with the account. From this window, you can add new Contacts to the account, set the default Contact for the account, and create and remove other Contact associations with the account.

You can email a Contact from this window, or create a mail merge letter to them.

Field Descriptions

Field	Description
Title	The job title of the Contact.
Salutation	The salutation for the Contact, e.g. Mr, Mrs or Dr.
First and Last Name	The first and last (family) name of the Contact.
Direct Phone	The primary landline phone number for the Contact.
Mobile	The primary mobile phone number for the Contact.
Direct Fax	The fax number of the Contact.
Email	The email address of the Contact.
Home Phone	The home phone number of the Contact.

To edit an existing Contact, double-click on the Contact's name in the grid.

Contacts Tab Toolbar Buttons

The Contacts tab is display-only; to create or change Contact information, use the toolbar buttons at the top of the window.

Create a new Contact.
Set the selected Contact as the default Contact for this account.
Associate an existing Contact with this account.
Remove the Contact association.
Send an email to the selected Contact.
Create and send a Clarity merge letter to the selected Contact.

Adding a New Contact

Click the New Contact button to add a new Contact.

Note: We suggest that you first search for the Contact, as they might already be in the system.