How_do_I_add_a_record_to_the_related_contacts_list_

How do I add a record to the related contacts list?

After the master contact record is set up,

 

Adding a new contact to a related contacts list

Use this option to use the master contact record to create a new customer or account in a subsystem.

Do this...

1. Open Connect System Management > Master Records > Setup/Modify Contacts.

2. Look up a contact.

3. Click the Related Contacts tab.

4. Click the Add Related Contacts button.

5. Select Create a New Contact.

 

Create a New Contact

 

The Select Application form displays on the screen.

6. Use the Application menu to select a subsystem and then click OK.

 

Application menu

 

The form to set up the new contact opens in the subsystem. Now, you can set up the contact name and address. Remember to use the exact same spelling and wording that is used on the master contact record.

Adding an existing contact to a related contacts list

After you create a master contact record, use this option to add a contact that was created in a subsystem to the related contacts list. Use this option when the subsystem uses a name or address that is spelled or worded differently from the name and address that is saved on the master contact record.

Do this...

1. Open Connect System Management > Master Records > Setup/Modify Contacts.

2. Look up a contact.

3. Click the Related Contacts tab.

4. Click the Add Related Contacts button.

5. Select Create a Select an Existing Contact.

 

Select an existing contact

 

A Search form displays a list of contacts that have been created in the Connect subsystems.

 

6. Use the Search form to find the contact record and then click OK.

The contact is added to the related contacts list.

 

 

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