Creating Contacts for clients

Select one Contact type from the options in the drop-down list. These are the Contact types that have been created using the Add New Contact Type Wizard which apply to the currently selected client.

Displays the name of the current client. This is the client to whom this contact will be assigned. You cannot edit the client's name here.

You can enter a From date for the new contact e.g. you knew the contact from 01/01/1988.

You can enter a To date for the new contact e.g. you knew the contact until they left their company in 01/01/1992.

The name of the contact appears here. Select the contact from the Client Lookup window by selecting the Lookup button or create a new individual to use as a contact using the Create Individual window by selecting the Add New button. You cannot edit the Contact Name directly in this box.

Allows you to add a new individual to Control Centre using the Create Individual window. This individual will not be available in Personal Tax unless you later set them up for that system using the Personal Tax page of their Main Details form. When you close the Create Individual window, the name of the newly created individual will be entered in the Add Contact wizard.

- You can select this button to open the Select a Client window, which lists all existing clients in Control Centre. Select the Code button to sort the list by the clients' codes. Select the Name button to sort the list by the clients' names. You can use the Find box to search for a client. When you select a client their details appear in the appropriate boxes in the Add Contact window.