Contacts Tab

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

You can add Contacts to the account, set the default Contact for the account, and create and remove other Contacts associated 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 contact's job title.
Salutation	The contact's salutation — for example, Mr, Mrs, or Dr.
First and Last Name	The contact's first and last name.
Direct Phone	The contact's primary landline phone number.
Mobile	The contact's primary mobile phone number.
Direct Fax	The contact's fax number.
Email	The contact's email address.
Home Phone	The contact's home phone number.

To edit a Contact, double click on the Contact's name.

Contacts Tab Toolbar Buttons

The Contacts tab is read only. To create or change Contact information, select an option from the Actions menu:

• Create a 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 Contact

Click the New Contact button to add a Contact.

Note: Before adding a contact, search for that contact as they might already have a record.

Related Topics

Enter Contacts for an Account