Striven HELP

Creditor Contacts

Follow these instructions to create a Creditor Contact.

 

Create Creditor Contacts

Create Creditor Contacts

1

To create a Creditor Contact, load up the Creditor Entry window and click on the Contacts tab.

Click on the first line in the Contacts list (even if there isnt anything in there),

then press F10 - Add Grid Line to create a new Contact to be associated with this creditor

 

2

If you want to create a new Contact, click on the Contact hyperlink (the underline on the Contact word), and it will load up the Contact Entry window.

Follow these instructions to create a new contact that would be linked to this creditor.

If the contact already exists, you can search for it and load up the existing contact.

Enter in the Position for this contact, and any notes if you wish.

Press F9 to associate that contact with this creditor.