The following are descriptions of fields on the Client-Detail screen:
Main Contact
You can enter information about the client's main contact here.
Salutation:
The main contact's salutation (for example, Mr., Mrs., Ms., etc.).
First Name:
First name of the main contact.
MI:
Middle initial of the main contact.
Last Name:
Last name of the main contact. If a contact prefers a suffix, such as Jr. or III, add it as part of the last name.
Phone:
The contact's phone number. The mask for this field can be modified in Custom Labels screen. Up to 25 characters for the telephone number, with an optional telephone extension. Telephone field masks can be modified, both to common preferences such as"999-999-9999", "(999) 999- 9999" or "999.999.9999", and to include a country code,"(99)".
Ext:
The main contact's phone number extension. The field size cannot exceed 5 characters.
Fax:
The contact's fax number, the mask for this field can be modified in Custom Labels screen. The field size cannot exceed 25 characters.
Mobile:
The contact's mobile number. The field size should not exceed 12 characters.
Custom Fields
Custom 3/4/5:
These custom text boxes enable you to record additional information about the client. Custom fields hold up to 50 characters each. They contain unique client information and should communicate the content of the fields.
Additional Contacts
The grid displays additional client contacts. These contacts are created in the Client Contacts screen.
ID:
Displays the ID of the client contacts.
Last Name:
Displays the last name of the client contact.
First Name:
Displays the first name of the client contact.