Organizing Contact Information

Contact information can be organized on the Customer Maintenance and Vendor Maintenance screens in one of the following ways:

The order can differ for each customer and vendor. For example, for some vendors you might list the business number first and for others the cell phone would be first.
A global order for displaying phone numbers and email addresses can be used for all customers, and another global order can be used for all vendors. For example, for customers, you could always list the cell phone first, followed by home phone, email address, business phone, and fax number.

Note: When global ordering is used, each contact type is displayed on the Customer Maintenance or Vendor Maintenance screen once. For example, if two or more cell phone numbers are associated with a single customer record (such as one for a married couple who has teenage children) one of the cell numbers is on the Customer Maintenance screen and the rest are on the customer’s Contact List.

The way in which you define the order depends on which method you use:

To use the same order for everyone, define a position (1 through 5) in the settings for up to five contact types. For instructions, see Organizing Contact Information Globally.
To set the order on an individual basis, make sure the position is 0 for all contact types. Then arrange the contact information on the customer’s or vendor’s Contact List. For instructions, see Organizing an Individual’s Contact Information.