Ra Workshop User Guide

Contacts


The name „contact” contains information about a collaborator be it a client, producer or something else. When you feel that you need information about a contact it is imperative to introduce its information in the database.

Contact Menu
The dialog that works with the contacts is accessed through the Tools » Contacts menu as seen in the picture below:



Contact Dialog
The dialog window for contacts allows the following operations: add, change, delete, copy/paste, print, export. For each facility access the corresponding button on the toolbar.



Add Contacts
Click add new contact category click add new record. A new dialog window will appear with contact details. Fill in as much information about the contact as possible. Required fields are: Category, Contact type and Name. Contacts can be filtered by type: Natural Person and Legal Entity or by category. To save the information press the Save button on the toolbar.




Change Contacts
Select the row you want to modify and edit the desired fields. To save the information press the Save button on the toolbar.


Delete Contacts
Select the rows you wish to delete and press the Delete key or the according button from the toolbar. To save the information press the Save button on the toolbar.



See also


Contacts
Contact Categories