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Customer Contact Type

The Customer Contact Type form is used to store all the contact types you can select from in the Type combo box field on the Customer Contact form.  This form allows you to categorize your contacts by a particular type.  You can set this up to reflect whatever type of information you want to use.  It can be very helpful to assign a customer contact type to a contact like "Business Associate" or "Out of Country" for a contact who lives in another country.

 

Click the New button to move your cursor to a new line where you can enter an additional type.  To edit an existing type click in the Type field for the record you wish to change and make the necessary changes.

 

 

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

Bullet PointThe New button will move the cursor to a new line where you can add a new customer contact type.

Bullet PointThe Save button will save the changes made in the form.

Bullet PointThe Undo button will cancel out the last change/s done to the record reverting it to its older state.

Bullet PointThe Export button will allow you to export the search results to your desired file type namely:  HTML, PDF, RTF, Text and Excel.

Bullet PointThe Close button will close the Customer Contact Type  form.

Bullet PointPress F1 or click F1-Help button in the Status bar for help on how to use the Customer Conatact Type  form.