Fields and controls
Details Tab
Address
Enter the contact's address, using up to four lines, with a maximum of 60 characters on each line.
City
Enter the name of the city where the contact is located, using up to 30 characters.
Comment
Two comment fields allow you to enter additional information for the contact.
Contact consents to receive emails
To email communications from Sage 300 to the contact, you must select this option.
Country
Enter the name of the country where the contact is located, using up to 30 characters.
Email
Enter the contact's email address, using up to 255 characters.
Fax
Enter the contact's fax number.
First Name
Enter the contact's first name.
Inactive
Select this option if you do not want to send any new communications to the contact.
You can make the contact active again at any time.
Job Title
Enter the contact's job title.
Last Maintained
This field displays the date of the last change made to the contact record.
Last Name
Enter the contact's last name.
Middle Name
Enter the contact's middle name.
Phone
You can enter up to three phone numbers for the contact.
Salutation
Enter a salutation for the contact (such as Mr or Mrs).
State/Province
Enter the name of the state or province where the contact is located, using up to 30 characters.
Website
Enter a website for the contact.
Zip/Postal Code
Enter the zip code or postal code for the contact's address.
Optional Fields Tab
If optional fields are assigned to contacts, use the Optional Fields tab to enter optional field information for the contact.
Optional fields and values appear automatically on this tab if you selected the Auto Insert option for those fields on the M/T Optional Fields setup screen.
Note: If an optional field is required but does not have a default value, you must specify a value for the field.
For more information, see Adding Optional Fields for Contacts.
Optional Field
Select an optional field. You can select only optional fields that are assigned to contacts (in the M/T Optional Fields setup screen).
When you select an optional field code, the related description appears in the Optional Field Description column.
Value
Select a value defined for the optional field.
When you select a value code, the related description appears in the Value Description column.
Value Set
This field indicates whether there is a value specified for an optional field, which is mainly of use for blank optional fields:
- Yes. The field has a blank default value.
- No. The field has no value.
Overview
Use the Contacts screen to add, edit, and delete contacts for customers (including national accounts) and vendors.
You can assign multiple contacts to a single customer, national account, or vendor.
Tip: If you use Sage CRM integrated with Sage 300, you can export Person records from Sage CRM to automatically create contacts in Sage 300. For more information, see the Sage CRM Integration Guide.