Default contacts is where you set up contact information that appears on forms (such as order confirmations, sales invoices and statements) and letters that you send to your customers. Changing the contact information here will update all of your compatible forms immediately.
Updating Default Contacts
- On the Set-up menu, click Company. The Company Set-up window opens.
- Click Logins. Check that the company contact, to whom you want to assign a default contact role, has been created. If not create a new company contact.
- Click the Settings tab, then Default Contacts.
- From the following lists, click:
- Sales contact – your company contact for sales inquiries.
- Sales contact telephone number – select the telephone number you want to appear on forms.
- Accounts contact – your company contact for accounts inquiries.
- Accounts contact telephone number – select the telephone number you want to appear on forms.
- Support contact – legacy option, now not in use.
- Click Confirm.
See Also
