Support Center

Keep each contact's details current so Med-Stop can reach the right person. A contact record has several pages: General, Contact, Security, Documents, and Status.

Steps

1. Open Company > Contacts and select the contact.
2. On General, review the name, contact category, roles, job title, and department, plus manager and assistant. Select Update.
3. On Contact, choose the Address Type and update phone, cell, SMS cell, fax, and email. Set Preferred Form of Contact and Do Not Contact by. Select Update.
4. Use Security for sign-in access and Documents for files about this contact.

Tips

• A contact's primary address is always the company's primary address and cannot be edited on the contact. You can set a separate home or billing address.
• If your company uses branches, the contact's branch determines the branch address used.