Individuals are referred contacts from a company or internal user’s identification sheet.
Code: Individual’s code.
Name: Full name of the individual, with its greeting.
Title: Individual’s title.
Email: Individual’s email address.
Web page: Individual’s Web page.
Telephone 1: Individual’s telephone 1.
Telephone 2: Individual’s telephone 2.
Fax: Individual’s fax number.
Cellular: Individual’s cellular number.
Contact language: Individual preferred contact language.
Company information: Company of the individual, if applicable.
Contact type: The Company’s contact type: main, shipping, billing.
Comments: Individual’s comment.
No wildcards exists in the individual search.
This screen allows you to create a new individual. Fill the desired values and press on save.
When you add a valid company code, the company information will be displayed. If the company already possess registered contacts, it will not be possible to select the existing contact type.
If you have a company selected, when you identify the contact type, the company main, shipping or accounting address will be copied into the individual address.
It is also possible to enter a new individual by using the “add contact” feature of the company. If you do so, the company will already be identified for your new contact.
This screen allows you to modify all the information of an individual. You can change an individual company, name, contact language, insert comments and so on.
This function deletes an individual that is not defined as a system user. If you want to keep a history of the individual, you can go into edition and inactivate your individual instead.
From a single individual or from a search result, select this function to export the information to multiple formats.
Use this function to place tabulation between each fields. This format is easily usable in Excel.
Use this format to use one line per product. Select the repeating field separator for fields that contains much information. This is usable in Word.
This function allows you to apply batch changes on your selection or on the entire database.
This screen holds all the information related to an individual, as well as notes attached by users.
You can add, remove or change a note attached to an individual.