Aliases

Aliases are other names that your contacts may be known by, such as a business name or trading name. The Main tabs on the Contact, Client, Employee, Supplier and Assignment Details pages have an area where aliases can be defined. Aliases can also be used as search criteria. Only the alias Name can be deleted and not the alias Type.

To add an alias

1. Click the Main tab of the entity you want to create an alias for.

2. Click the Aliases Type field to activate a drop-down arrow.

3. Click the drop-down arrow.


A list of alias types is displayed.

4. Select an alias Type from the drop-down.

5. Click the Name field and enter the alias.

6. Press [Enter] to save the alias.

To edit an alias

1. Open the Main tab of the entity you want to create an alias for.

2. If you want to change the alias Type:

1. Click the Aliases Type to activate a drop-down arrow in the field.

2. Click the drop-down arrow and select a new Type from the list.

3. If you want to change the alias Name:

1. Click the alias Name to highlight it.

2. Overtype the current entry to change it.

To delete an alias

1. Open the Main tab of the entity for which an alias will be deleted.

2. Select the row containing the alias you want to delete.


Click to highlight the entire row.

3. Press [Delete].


The Confirm delete alias window opens for you to confirm the deletion.

4. Click Yes.

Related topics

Using the Client and Contact pages

Using the Contact page

Using the Employee page

Using the Supplier page

Assignment Details page

Employee page

Client, Contact and Supplier page

Adding notes

Editing notes

Deleting notes

Viewing notes

Previewing and printing notes

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