Click in the contact list view by double-clicking on the contact “Friedrich” for example and the customer detail view will open. In the data selection area, you can for example, enter data such as Address, Telephone, Fax and E-Mail.

Detail view of a record

As seen above, the detail view consists primarily of the data selection area (left) and the detail area (right). The detail area can consist of protected input fields (blue font), unprotected input fields, buttons, pop-up lists, so called pop-up fields and clickable selection fields. Protected input fields contain important data such as the match code (the name of the record) or the customer number that cannot be doubly assigned. In order to avoid coincidental changes of these data, these fields are protected. If you want to change the data anyway, it is necessary to double-click on the text in blue of an input field. The field is already unlocked and you can then make your transaction.

Behind the button “Contact type”, a selection menu is hidden. Here you can easily arrange the respective contact. If your PC has Internet access and the necessary software (Web-browser, E-Mail program) installed, you can use the buttons to.

     Send E-Mail to the contact

     Open the contact’s website

With the input field, “PinUp Note” you are in a position to add notes to each contact.

When you click on the small box “Display notes according to project”, notes will be displayed when creating a new project.

Extended entry mask

You have also the opportunity to use the extended address entry mask, where first name, last name, company and district are displayed. To be able to use it, you only have to check the field “Extended entry mask” in the program settings in the category “Contacts” and restart ingenious.V12. Please note, that after checking the field the field “Company/Name” is hidden.

Program settings

Example of the extended entry mask