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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
Contacts are the people you do business with. They are linked to CRM Accounts, Incidents, Customer records, Vendor records, and more. You can create Contact records from this screen using the NEW button. Or you can create Contacts right on the screens where they are used. For example, if you are entering an Incident for a new Contact at an Account, you can create the Contact record on the Incident screen. That Contact will be added to the master list of Contacts.
Here are some tips for using this screen:
If you have a long Contacts list, don't hit the QUERY button as soon as the screen opens. By default, the screen will display all your active Contacts—unless you specify otherwise.
Enter Contact names or other details in the Search window, then select the QUERY button. This will narrow the list for you.
When you edit a Contact on this screen, the Contact record will be updated wherever it is used.
If you have Contact Characteristics defined, you can search and report on these Characteristics using the search filter options and also the column headers.
The following screenshot shows the "List Contacts" screen:
The default filter on the "Contacts" screen shows all active Contacts. You can build your own search criteria using the following options:
Select a filter from the list of available filters, then select the QUERY button to generate search results. Only saved filters will appear in this list.
Select this button to show the parameters underlying the saved filter. To hide the parameters, click the MORE button a second time.
When building a custom query, you have the following options:
Select to add a new parameter to the query.
Select to remove a parameter from the query. This option is disabled for default parameters.
Select to save your filter for future use. Saved filters will appear in the list of available filters.
Select to manage your saved filters. To learn more about managing filters, please see Section 2.1.2, “Search Filters”.