From a contact, you may review their information, and then quickly check stock or launch add activities.
- Go to File > Vendor > Master.
- In the Vendor box, find the vendor you want to edit by typing the name, number, city, or phone. If the data for your vendor does not appear automatically, press the Tab key.
- Click the Contacts tab.
- On the Contacts page, click the hyperlinked name of the contact you want to manage.
The contact you chose opens on the Contact Analysis page.
- From this page you can review contact information and launch common functionality. Check the toolbar at the bottom of the page:
- Check Stock: Opens the Analysis page of the Product Master.
- Add Activity: Opens the New Event pop-up. See View and create activities.