/
Create a Contact
Striven HELP
Create a Contact
A contact can be linked to any Debtor or Creditor.
This is handy to store emails, mobile numbers for particular people who work at a Debtor or Creditor.
To create a contact follow these instructions.
Create a contact | |
---|---|
1 | To create a contact, search for Contact from the Striven menu, and click on Enter Contacts.
|
2 | Its a good idea to search for the contact by typing in their name or phone number. If it cant be found you can create the contact by pressing F5 - New. Click on A - Auto create new code Leave the Contact Type as a Standard Contact
|
3 | Enter in the relevant information for this contact. Following is an example: Press F9 to save this contact
|
, multiple selections available,
Related content
Creditor Contacts
Creditor Contacts
More like this
Updating Contact Details for a Creditor
Updating Contact Details for a Creditor
More like this
Setting Debtor to send statements by email.
Setting Debtor to send statements by email.
More like this
Email a Debtor Transaction to customer
Email a Debtor Transaction to customer
More like this
How to do a Debtor Charge for customer who get a printed statement
How to do a Debtor Charge for customer who get a printed statement
More like this
Create or maintain Debtor Groups
Create or maintain Debtor Groups
More like this