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Conduct a search for the company that you wish to
edit. The Search Results window appears with the
companies listed based upon your search criteria.
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As shown above, you can access the Edit Company
function by either selecting the company and clicking the Edit
Company button located in the horizontal toolbar, or
right-clicking and selecting the Edit Company entry in
the shortcut menu. The Edit Company Details
window appears.
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Click the Contacts tab to add and manage
contact information for your selected company. The
Contacts tab appears.
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To add a contact to this tab, click the
Add New Contacts button. The CreateUpdateForm window
appears.
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Within the CreateUpdateForm window, you
can add any relevant information regarding the contact of your
selected company by simply filling in the fields. Notice that the
ID and Name fields are mandatory for this
update (noted by the red dots), but several other field entries are
also available to you.
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Once you have completed all the fields, click the
Save button to commit your changes to the database.
All entries have been saved and are now displayed in the
Contacts tab.
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To add an additional address for the existing
contact, select the contact from the list, and click the Add
New Address button. The CreateUpdateForm: Add
Address window appears.
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In the CreateUpdateForm: Add Address
window, you can create an additional address for the contact.
This is especially useful when billing, shipping, and mailing
addresses for a contact are different. Complete the field and
click the Save button to commit your changes to the
database. The information is updated and is displayed in
the Contacts tab.
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You can also add contact information by linking.
This is helpful by eliminating the need to re-key information that
may already be in the database. To link a contact to an
existing address, select the contact and click the Link to
Existing Address button. The Organization
window appears.
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Select the address you want to link to, and click
the OK button to add this link to the selected contact.
The Edit Company Details window appears and the
selected information is linked to the current contact.
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You can link to an existing contact the same way.
Simply select the contact that you wish to link, and click the
Link To Existing Contacts button. The
Organization: List of Companies window appears listing all the
contacts from which to chose from.
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Select the company contact that you wish to link to,
and click the OK button to save your changes.
The Edit Company Details window appears with the linked
contact information displayed.