Contact Management Overview

Use the Contact Management window to add & edit address & contact information for the following:

What kind of record?	Access it where?	Examples
Banks	Bank Account Management	Bank representative, branch address
Deduction-related	Vendor Management	Insurance companies, financial institutions that provide employee 401k or 403b management, and the Internal Revenue Service
Customer	Customer Management	School districts, activity funds, AR customers
Employees	HR > Manage Employees > Edit Employee	Home address, emergency contact
Installation sites	Administration > System Configuration	Schools & district offices, supervisors, accounts payable clerks
Shipping destinations	Purchasing Configuration	Additional ship to addresses
Vendors	Vendor Management	Payment & order return addresses, sales representative names

Contact Management functions & features