The following information provides detail on the options and fields available on the Client Contacts screen used to maintain a directory of multiple contacts related to a specific client. This screen can be opened from the Client screen.
Data Entry Fields
Main Contact:
When selected, this marks the selected contact as the main contact for the client, to whom the invoices, etc. will be addressed. It will overwrite the main contact specified in the Client screen.
Contact ID: (required)
Contact ID must be unique. After being assigned to a contact, it cannot be edited. The field size cannot exceed 15 characters. When New is clicked, your pointer will automatically be placed in the Contact ID field where you must type the contact ID and can then use <TAB> through the remainder of the screen to enter additional contact information. You can also create IDs with mixed case.
Salutation:
The contact's salutation (for example, Mr., Mrs., etc.). Select the desired salutation from the drop-down list.
First Name:
The contact's first name. The field size cannot exceed 45 characters.
MI:
The middle name's initial of the contact. The field size cannot exceed 1 character.
Last Name:
The contact's last name or surname. The field size cannot exceed 45 characters.
Company:
The contact's company name, carried from the Client-General Tab. If there is no company name for this contact, leave this field blank. The company name can be as long as 35 characters.
Department:
Name of the department in which the contact works. The field size cannot exceed 50 characters. Enter the name of the department or select from the drop-down. The drop-down will list the departments that you have entered earlier.
Title:
Work title of the client contact. The field size cannot exceed 50 characters.
Work:
The contact's office phone number. The mask for this field can be modified in Custom Labels Screen. The phone field will allow up to 25 characters.
Ext:
The contact's office phone number extension. The field size cannot exceed 5 characters.
Home:
The contact's home phone number, the mask for this field can be modified in Custom Labels screen. The field size cannot exceed 25 characters.
Fax:
The contact's office fax number, the mask for this field can be modified in Custom Labels screen. The field size cannot exceed 25 characters.
Mobile:
The contact's mobile phone number. The field size cannot exceed 25 characters.
Home Fax:
The contact's home fax number, the mask for this field can be modified in Custom Labels screen. The field size cannot exceed 25 characters.
E-mail:
The contact's email address, this is the email address used by Web Suite when you choose to email invoices to the client's contact. The field size cannot exceed 30 characters. Click the email address in this field to open the default program that you use for sending and receiving email.
Pager:
The contact's pager number. The field size cannot exceed 25 characters.
Contact Info
Street 1/2:
Two lines are available to enter street name, suite number, building, etc. Where necessary, use the second line. The field size cannot exceed 55 characters for each line. The address entered can be used as a billing address on standard invoices.
City:
The city where the contact lives. The field size cannot exceed 45 characters.
State:
State (or Province) is automatically added to the lookup list as you set up clients. Enter the abbreviation of the contact's state or province in the form of two or three alpha characters. The mask for this field can be modified in Custom Labels screen. For example, the State field label can be changed to Province.
Zip:
The contact's zip code or postal code; the mask for this field can be modified in Custom Labels screen. The Zip field mask can be changed to the U.S. Postal Service Zip + 4 format, 99999-9999, or to Canada Post,?9? 9?9. The field size cannot exceed 10 characters.
Custom
Custom 1/2/3
Custom fields holding up to 50 characters each providing extra information of the client's contact. The caption of Custom 1/2/3 labels can be changed in Custom Labels.
The labels and mask for some fields can be modified in Custom Labels screen. In some cases (Zip, Phone, Fax and State), changing the label in one screen prompts you to make the change global. For example, Zip Code can be changed to Postal Code and this change can be implemented globally in all screens.
Memo
Use this field to write unlimited text pertaining to the client contact. Click 
to enter a date/time stamp on your memo.
Help:
Opens the Web Suite Help in the Client Contacts section.
Attachments:
Click to open the Attachments screen where you can attach one or more files to the client's contact information. The text link also displays the number of files being attached to the record. The attached files will be copied to the shared file attachment folder as specified by your Admin.
Clone:
Click to open the clone screen. You can create a client contact from the existing contact using this clone feature.
Save:
After you have completed entering or modifying client contacts, click this button to save the information.
New:
Click this in order to create a new contact for the selected client.
Return:
Closes the Client Contacts screen and takes you to the Client Contact List screen. It is important that you close the screen using the Return button and then log out. Do not close your browser directly as that leaves your connection open on the server for up to 20 minutes and can affect the server performance.