Contacts

Contacts are entered into TLP only once and are then able to be accessed from many points within TLP. For example you could have a client that is actually a group of companies and could therefore have a number of customer accounts with your company. The relevant people within the client organisation (eg: the CEO) need only be set up once as a contact and then are linked to the various customer accounts.

Name This is the id of the record and must be unique and correct as it cannot subsequently be changed. If you create a contact with an incorrect name you are best to delete then add the record again.

Address You can either select an address from the address table or enter an address that is unique to this contact. To select an address click on the green find button on the address line and then select an address from the list displayed.

Other Fields The other fields that are available are for the storage of information only.