CRM Contact Master

Company?

Check if this contact is a company. Uncheck for an individual person.

Company Name

When Company is checked, enter the company name.

First Name

When Company is unchecked, enter the person’s first name.

Last Name

When Company is unchecked, enter the person’s last name.

Inactive

Marks the contact as inactive. Inactive contacts are hidden from lists by default.

Multiple addresses with contact details. Use Add/Edit/Delete and Up/Down buttons to manage entries. Each address includes:

Address List

List of addresses for this contact. Select an address to edit its details.

Add Address

Add a new address.

Delete Address

Remove the selected address.

Move Up

Move the selected address up in the list.

Move Down

Move the selected address down in the list.

Type/Name

A label identifying the address (e.g., "Main", "Mailing"). Must be unique per contact.

Contact

Contact person at this address.

Street

Street address. A second line is available for suite, unit, or building information.

Street 2

Second line of the street address.

City

City name.

Prov/State

Province, state, or region.

Postal/Zip

Postal code or ZIP code.

Country

Country name.

Phone #

Primary phone number.

Phone2 #

Secondary phone number.

Fax #

Fax number.

WhatsApp

WhatsApp phone number for business messaging.

Email

Email address.

Web Page

Website URL.

E-Invoice URL

URL for receiving electronic invoices at this address.

E-Invoice Port

Port for electronic invoice delivery.

Branch #

Branch or location number.

Use as Main

Mark this address as the main address.

Ship To Only

Mark this address as ship-to only.

Save

Saves the CRM contact.

Undo

Reverts changes since the last save.

New

Opens a blank contact.

Delete

Deletes the contact.

Copy

Duplicates the contact.

Groups

Assign the contact to security/data groups.

OK

Saves and closes the screen.

Cancel

Closes without saving changes.