Contact Table

Contains all your contacts, both companies and persons, for example prospective customers, customers, vendors, but also consultants, competitors, and so on.

Some of the fields in the Contact table are valid for companies only, while others are valid for persons only or for both companies and persons. Therefore, when entering a new contact it is important that you specify if it is a new company or a new person working for a company already recorded as a contact. Information from a company to a person in that company is automatically updated if you have selected the relevant Inherit field in the Marketing Setup window.

If a contact is already recorded as a customer, vendor, or bank account, you can link it with the related records in the relevant cards. If a contact becomes a customer, vendor, or bank account, you can create a record or card based on the information entered in the Contact table. If you have allowed customer, vendor, and bank account integration in the Marketing Setup window, you only have to update information in one place. For example, when you correct an address on the customer card, the information is automatically updated in the Contact table.

List of Fields in the Table

To see the list of fields in this table, change to the Classic view. Choose the Choose View button in the upper-right corner, and then choose Classic.

See Also

Reference

Contact Card

Other Resources

Relationship Management Setup
Synchronizing Contacts with Customers, Vendors and Bank Accounts