Addresses/Contacts Overview

Add & edit address & contact information for the following:

What kind of record?

Access it where?

Examples

Banks

Bank Management

Bank representative, branch address

Customer

Customer Management

School districts, activity funds, AR customers

Employees

HR > Manage Employees

Home address, emergency contact

Installation sites

Administration > System Configuration

Schools & district offices, supervisors, accounts payable clerks

Shipping destinations

Purchasing Configuration > Shipping Destinations tab

Additional ship to addresses

Vendors

Vendor Management

Payment & order return addresses, sales representative names

Vendors —
deduction-related

Vendor Management

Insurance companies, financial institutions that provide employee 401k or 403b management, and the Internal Revenue Service

 

Address & contact functions & features

Addresses

Contacts

Add, edit, & delete addresses for banks, customers, installation sites, and shipping destinations

Add, edit, & delete contacts for banks, customers, installation sites, and shipping destinations

Add, edit, delete vendor addresses

Add, edit, delete vendor contacts

Add, edit, delete employee addresses

Add, edit, delete employee contacts

About address types

About contact types

Sharing contact addresses

 

 

Return to AptaFund Overview

Return to Bank Management Overview

Return to Customer Management Overview

Return to Employee Addresses or Employee Contacts

Return to Purchasing Configuration

Return to System Configuration

Return to Vendor Addresses or Vendor Contacts