Contact Profile Section

You can access the Contact Profile section to view contact information for a client record. From the Contact Profile section, you can perform the following:

Access the Edit Contact dialog box to edit contact information for a client record.
Delete a contact from a client record.

You can access the Add Contact dialog box to add a contact person for a client. You can access the Edit Contact dialog box to edit contact information for a client. You are limited to one contact person per client record, though one person can be a contact for multiple clients. The contact is not stored as its own record; so, if a person is a contact for multiple clients and you edit the contact information for one client record, the change does not carry over to the other client records. You need to change the contact information for each client the contact is affiliated with.

Using This Section

See the Adding and Editing Contacts help topic for information on using this section.

Click (the action menu button) and choose Edit to bring up the Contact Profile section in edit mode.

Field Details

The following table provides information regarding the fields in the Create Client as Contact or Edit Contact dialog boxes.

Field Name	Required Field?	Description
Client Type	Yes	The type of client: Business Individual Organization Note: Clients with the Organization client type are typically non-profit organizations.
Full Name	Yes	Client's full name (e.g., Abernathy, Inc. or Winston Abernathy). Character field.
Client Number	No	Number that uniquely identifies a client record. Integer (numeric) field.
Tax ID, SSN, or Tax ID/SSN	No	Client's IRS federal tax ID number (if a business or organization) or Social Security Number (if an individual). Integer (numeric) field.
Capacity	Yes	This field defaults to the only acceptable designation: Financial Statement Contact.
Title	No	Contact person's job title. Character field with a 15-character limit.
Salutation	No	Displays the salutation for the contact.
% Owner	No	Displays the percentage of ownership that the contact has with the client.
Ext. Comment	No	Indicates if the comment will be shared with other departments within your organization. If the check box is selected, the comment will be shared with other departments. If the check box is not selected, the comment will be shared only within your department. Check box.
Comment	No	Provides a space for more information about the communication type.
Address Type Address Details Primary? Comment	No	These fields appear on the Create Contact Address dialog box after you click and select Create Contact Address. Note: You can click to expand the Address field so you can type the contact's address information into separate fields. To save the data and collapse the field, click . To collapse the field without saving the data, click . Character field with a 15-character limit.
Type	Yes	This field appears on the Create Contact Communication dialog box after you click and select Create Contact Communication. Business Phone Cell Phone Direct Line Fax Home Phone Pager Work E-mail Home E-mail Website
Information	Yes	Enter the phone, e-mail, or website information, depending on the selection you made in the Type field.
Primary?	No	Indicates if the communication type that you entered is the primary one for the contact.
Comment	No	Notes regarding the contact record. The comments can be shared either internally within your department only or externally with other departments within your organization. Character field with a 15-character limit.
Phone Number	No	Contact's telephone number, including area code. Note: You can click to expand the Phone Number field so you can type the contact's telephone information into separate fields. To save the data and collapse the field, click . To collapse the field without saving the data, click . Integer (numeric) field.
Fax Number	No	Contact's fax number, including area code. Note: You can click to expand the Fax Number field so you can type the contact's fax number information into separate fields. To save the data and collapse the field, click . To collapse the field without saving the data, click . Integer (numeric) field.