How do I enter an address record (debtor, creditor or other) ?

In OM Business, customers (=debtors), suppliers (=creditors), potential customers (=prospects) and all other companies or individuals with whom you are in contact are registered in the Addresses file, accessible via the Contacts menu.

To register an address, select the Addresses file in the Contacts menu and then choose the Action>New command or click on the New button.

The Address entry screen consists of several pages accessible via different tabs:

• Address: postal, telephone and e-mail details
• Complements : additional information to be entered in about thirty free fields
• Debtor : if the address record concerns a debtor, corresponding information
• Creditor: if the address record concerns a creditor, corresponding information
• Enumerations : attributes of the address record allowing a precise targeting
• Linked documents: debtor and creditor documents linked to this address
• Events: history of past and future interactions with this address

Once the fields have been filled in, save the form with the Validate button.