Manage Accounts

Contacts

The Contacts tab provide a place to collect the Type, Name and Notes relating to individuals associated with a record. There is no effective limit to the number of Contacts that can be associated with a record. Each Contact is assigned a Type and additional Types can be added as desired. One Contact can be designated as the Primary Contact for the Record. The Primary Contact will be used for publication and display if a single Contact is allowed. Notes can be attached to each Contact if further explanation is needed.

Contacts
What do the background colors of the controls mean?

Type	A dropdown list of available Contact Types. Based on Security access, a small button may appear to the right of the Contact Type list. If it is available, clicking on it will show the form to manage the contents of the list.
Name	The Name of the Contact.
Primary	Designates the selected Contact as the Primary Contact for the record. This is the Contact that will be selected for output if a single Contact is to be used. Only one Contact for the record may be designated as the Primary.
Note	Any additional text desired.

OK	Accepts the changes on the form. The OK button is activated only after a field has been changed. The changes to the record are no saved to the database until the Save button of the parent record is clicked. Clicking Cancel on the Parent record will discard all changes to all child records.
Cancel	Discards the changes on the form and clears the fields.
Add	Activates the fields to add a new record.
Remove	Removes the record from the displayed set. The removed records are not removed from the database until the Save button of the parent record is clicked. Clicking Cancel on the Parent record will discard all changes to all child records.