A contact can be attached to a prospect, client or supplier and allows you to;
Clients and suppliers can have any number of contacts. Prospects can only have one.
A prospect may have only one contact. You can add a prospect contact by;
You can edit a prospect contact by;
A client may have any number of contacts. You can add a client contact by;
You can edit a client contact by;
Quotes, invoices and statements cannot be generated unless the client has at least one contact.
Prospects And Clients > Updating Prospects
A prospect can be disabled or enabled through the prospect menu. To complete this action;Open the Prospect View for the prospect you wish to enable/disable.Click the menu button > disable prospect OR ...
Prospects And Clients > Updating Clients
A client can be enabled or disabled by;Finding the client and opening the Client View.Opening the client menu > disable client OR opening the client menu > enable client.Disabling a client will result...
Prospects And Clients > Prospects
The Prospect View is the place that you will find all information relevant to the prospect;Critical details are listed at the top left, including who created the prospect and when it was last updated....