The Main tab

Field....

What it's for....

Address, Phone, Fax, Mobile and Email

Displays the primary address and contact details as defined in the Details tab.

Aliases

Aliases are other names that your suppliers may be known by, for example a business name or trading name. Aliases can be used as  search criteria when searching for suppliers. Add an alias by clicking the Add button, then selecting the alias Type from the drop-down list, and entering the alias in the Name column. Alias types are defined by your system administrator.

Notes

Double–click a note to open it, or select the note and click the View button. The contents of the note will be displayed in the Notes window. From here you can edit the note if required. Click the Add button to add a new note. Formatting options are available in the Notes page. Highlight a note in the list and click Delete to remove it. 

Created by

This field displays the employee who created the supplier and is entered automatically by the system.

Became Supplier

B/Supplier

This is recorded according to the system date when the supplier was created. In most cases this will be the same as the Date Created date, but it could differ if a contact was converted to a supplier after they were created as a contact. Click the list box to access the Calendar from which a date can be selected.

Date created (D/Created)

This field displays the date the supplier was created and is entered automatically by the system.

Birth Place

This field will only be available if the supplier is a person.

Date of birth

Click the list box to access the Calendar from which a new date can be selected. This field will only be available if the supplier is a person.

Date of death

Click the list box to access the Calendar from which a new date can be selected. This field will only be available if the supplier is a person.