Tabs3 Billing Location

 

Quick Launch

Contact Information
 

Menu

File | Data Entry | Contact
 

Home

All Actions | People | Data Entry | Contact Information
  Keystroke

 Ctrl+Shift+T

Access Rights

 

Access Profile | Tabs3 Billing tab | Client Information | Browse Contact
Access Profile | Tabs3 Billing tab | Client Information | Add Contact
Access Profile | Tabs3 Billing tab | Client Information | Change Contact
Access Profile | Tabs3 Billing tab | Client Information | Delete Contact
 

R11818 - Access Rights

Exclusivity

 

Platinum

Multi-Access Function

 

Non-Platinum

Multi-Access Function

The Contact Information window allows you to add new contacts, as well as change or delete existing contacts. This window can be accessed from the Contacts list. This window is also displayed automatically when adding a new client, thus allowing you to enter the address, phone, email, etc. for the client contact record. A toolbar is provided at the top of the window allowing you to add new or edit existing contacts.

When a contact is saved, the Contact ID is saved to the user's STI.INI file and will be used as the default contact the next time the Contact file is used.

Contact ID

Inactive

Full Name

Details (Name)

Individual/Organization Selector

Organization

Address Selector

Default Address

Details (Address)

Phone Number Selectors

Email Address Selector

Client Portal Settings

Web Page

Comments

 

See also:   Adding, Changing or Deleting a Contact
  Renaming a Contact
  Printing a Contact Record
  Displaying all Contacts for an Organization
  Merging Contacts
  Types of Client Billing Addresses
   
  This feature is available on your phone or tablet using Tabs3 Connect!