VISION ERP – Training Guide

272-Contacts                                                                                                                                                               April  1, 2020

Create Contacts on the Customer 

The customer type in NS can either be Company or Individual.

On the acts set up as “Individual” there is only contact fields for one person. This type of acts are used for residential customers.   Note: In case of a husband/wife act. first name could be “John & Mary” and then the last name “Smith”.

If an acct is set up as a “Company”, it still needs all the basic information to be set up, but it also allows you to set up various contacts.

To set up a contact:

  1. On the customer file go to the Relationship tab.

 

  1. Enter contact information including name, position in the company and any contact information.  There aren’t no limits on how many contacts a company can have.

  1. Save