Add/Remove a Contact

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Module: Accounts Receivable    

Applet:  Clients

 


Description: This section will explain how to Add / Remove a Contact.

1. Adding a Contact

Click Add New Contact  button.
Fill out the New Contact Box that Pops up.
Click Save.

AR_Clents_AddContact

2. Deleting a Contact

First, select the client that contains the contact you would like to delete from the Lookup Control.
Then select the row containing the client that you wish to delete.
Click the Delete button on your keyboard.
You will then be prompted whether you would like to delete the selected rows or not.
Click Yes to Delete.

Note: Pressing the Delete button, in the toolbar, will delete the whole client, not just the contact.

AR_Clents_DelContact