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3.1 Business Contacts, Contacts |
  
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3.1 Business Contacts, Contacts |
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3.1.1 In Latitude there are two types of organisations or individuals. Those you do business with are termed Business Contacts. You can create classifications to further define a Business Contact. To further define a business contact select classifications such as; Clients, Prospects, Suppliers, Government, etc...
Individuals who are associated with, or belong to an organization, and are not business contacts fall under the category of "Contacts". A regular or non-business Contact simply retains information and you can not create jobs or projects from them.
Some of the details held for a Business Contact include name, office address, postal address, and payment terms.
Latitude also provides customizable fields in which you can enter additional details you wish to record. Latitude also allows you to change the labels for these fields, these labels will remain consistent for every contact. There are sixteen standard text fields, four dropdown lists and ten Logic (Flag) fields that can hold a value of true or false.
The active flag allows you to mark your Business contacts as active or inactive. Setting a contact to inactive removes it from drop down list and other lists generated by Latitude. The information is still retained for reference information and can be accessed by scrolling through all Business Contacts.
The Business Contacts screen displays the following information;
Associated contacts
All jobs for the business contact
All invoices and receipts for the Business Contact with any outstanding balance calculated
Current jobs for any associated contacts where they have been entered as a related party.
The Business Contacts screen is where you usually create new jobs, and new contacts.
NOTE:
All jobs within Latitude must be created for a business contact. It is possible to add your own business as a business contact, this allows you to create jobs to keep track of internal work such as administration, organizational projects, personnel absences (such as Sick Leave), training, etc.