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CCH Software User Documentation

How to add or edit phone and email details for a supplier

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  1. On the main toolbar click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../180_How+to+add+or+edit+phone+and+email+details+for+a+supplier/Supplier_button_on_main_toolbar_SMALL.gif.
    The Find Suppliers page is displayed.

  2. In the Search for field, type in the name (or part of the name) of the record you want to search for.

  3. Click Search or press the [Enter] key.
    The records that match your search criteria are listed in the window.

  4. Double-click the record you want to update.
    The Supplier page for the selected record is displayed.

  5. Click the Detail tab to display it.

  6. To add or edit phone or fax details, type directly into the fields in the Phone and Other Details area in the right hand column.

  7. To add or edit an email address, place your mouse over the email address and right–click, then type the email address while it is highlighted.

  8. Click OK to save the phone and email details and close the Supplier page.
    The phone and email details are updated and displayed in the Detail tab.

Related Topics

About Suppliers

About Addresses

About Address Maintenance

How to search for and open a supplier record

The Supplier page

How to view supplier details

How to add address details for a supplier

How to edit supplier address details

How to unlink a supplier address

© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.


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