Contacts Tab Accounts Receivable>Clients

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Overview

The Contacts Tab associates a Contact with a particular Firm.

 


 

Field Descriptions

Below are field descriptions for the Contacts Tab.

** Indicates a required field when adding to the list

Add New Contact - Brings up the Contact Detail page that allows you to create a New Contact.
** Contact - Name of the Contact associated with the Firm.
** Relationship - The contact’s relationship with the Project. A User Defined Field. The Relationship list is managed under Administration>List Management>Firm Contact Types.
Title - Title of the Contact.
Work Phone
Cell Phone
Home Phone