The Main Contact is your client's main contact person for that job. The field has been designed to either select from a list of people that have been entered into the people address book and are setup as contacts for the company selected as the client, or you may manually enter a name in the field provided. The + sign located at the end of the field will provide you with information about the Contact status.
After selecting a Job client, the plus sign will either be:
1) black
, which means that no contacts exist for this company. Hand type a name into the field and upon clicking out of the field, the plus sign will turn red
, which means that this name is not a contact for the company that is selected as the job client. If you click on the
icon, this will add that name as a contact for that company. If the person is not in the address book, then the name is added to the address book and the name is also associated with the company. Once the name has been added the plus sign will turn green
, indicating that the name entered in the field is in the address book, and is already a contact for the company selected as the job client.
2) blue
, which means a list of people are available to be selected as the main contact for the job. Press the
button and a list of names will appear.
Select a name from the list of people and press the
. The name is now placed in the main contacts window.
If the name of a person is correctly typed into the main contacts window and that name is associated with the selected job client, the plus sign will turn green
, indicating such.