Contacts maintained in the Contacts module can be linked to a Client in the Accounts Receivable Module. When this contact is maintained in either module the user is given the option to update the details in both modules.
1.
Ensure the Results tab is open from the last exercise
If you are not still
on the results tab process a search again for the contact created and click on
Properties
2. Highlight one of your contacts and click the Properties button.
3. Alternatively, you can double click your mouse on the contact.
4. Click on the System Links tab
5. Check the Accounts Receivable link box
6.
Select and Company and Client using the drop down menus to link this Contact to
You will note that there is in “Import” and “Export” button on the right
hand side. These options allow the user to import from Accounts Receivable to
Contacts, or export from Contacts to Accounts Receivable
7. Click on OK to save
8. Close the Results window.