Adding Contacts from the Customer or Vendor

Accolent ERP offers several different ways to update and maintain Contacts. From a Customer or Vendor master record, users can: (1) directly edit a Contact already associated with that Customer or Vendor, (2) search the Contacts master record for a Contact and associate that Contact with the Customer or Vendor, (3) add a new Contact record and associate it with that Customer or Vendor, or (4) at any time, right click to open a new browser tab and access the full Contact master record to add or edit entries.

Directly Edit an Existing Contact

  • From the menus select Customers > List Customers then select a Customer.
  • In this case, select Customer Code 011 to pull up the Customer master record.
  • Then go to Actions > Customer Contacts

  • To edit or change any of the Contacts associated with this Customer, click on the hyperlink on the Contact Name field.
  • This will open up the Contact master record which can then be edited and saved.

  • Make any changes and/or additions and click Save to update the Contact record.

Add/Associate an Existing Contact with this Customer

  • From the Contacts grid on the Customer record, click on the lookup icon (lookup) in the Contacts grid.
  • This will open up the full Contacts list and you can select an existing Contact to add to this Customer record.

  • Once a new Contact record is selected it will be automatically associated with the current Customer record.

Create and Add a New Contact

  • From the Customer master record, you can create a new contact that is not already in the Contacts master.
  • Click on the Contacts link to open up a new blank Contacts entry screen.
  • Enter the new Contact data and click Save.

  • Once you click Save, the new record will be added to the Contact master and associated with this Customer record.

Open Contact Master in a New Browser Tab

  • At any time, you can go to the hamburger menu, and select Customers > Customers.
  • Then right click on Contacts.

  • Select Open link in a new tab.
  • This will open the Contact master record in the new browser tab and make any changes to any Contact records that you choose.
  • Once you save the entry in the new tab, exit the tab.
  • Then go back to the original tab and refresh the record to see any changes that were made directly in the Contacts master.

 

 

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