User Guide › Contacts
Overview
Use the Contacts record form to work with an individual contact record. Sales representatives, sales managers, purchasing officers, warehouse managers, project managers, and finance officers can use this form when they need to review or update contact information during daily business operations.
Steps
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Open the Contacts record form.
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Review the information displayed on the contact record and make the required updates.
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Select Save to retain the current work on the Contacts record.
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When you have finished working with the record, select Save and Close.
Tips & cautions
Note: Both Save and Save and Close are available on the Contacts record form.
Result
You have saved the Contacts record by using Save or Save and Close.
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