Primary Contact Tab

This table explains the items on the screen that may require additional information. These items also appear on the Add/Edit contact screen accessed from the Relationships tab of the vendor record.

Screen Item	Description
Personal	Use Search existing contacts to search for an existing contact record. Information from the selected record defaults into the fields. Use Add a new contact to enter the contact’s name. The program performs duplicate checking to prevent adding the same contact twice.
Relationship	In the Vendor is the field, enter or select the vendor’s affiliation to the contact. For example, you may designate AB&C Group as the “Employer.”. In the Contact is the field, enter or select the contact’s affiliation to the vendor. For example, you may select Tim Jones is the “Employee.” Select a contact type and position. When you access the Add/Edit contact screen from a vendor or contact record, the Add Primary Contact checkbox appears. If the vendor has no other contacts assigned, the checkbox is marked by default. If the vendor already has a primary contact, you can select this checkbox to make the current contact the primary instead.
Address	Enter address, phone, and email information for the contact.
Copy vendor contact information	If the contact’s address information is the same as the vendor, you can select Copy vendor contact information to quickly add the vendor’s information to the contact.