Clientele Contacts
Once you have selected your clientele groups, you can report actual contacts. if you have entered contact data, you will see your most recently dated entries and the year-to-date ethnic and gender category and grand totals for these entries.
To make a new entry of clientele contacts click on the Add Contacts link. You will now see a screen where you will select one of your clientele groups from the drop down menu and enter the contact information for this clientele group. Navigate through the fields by using either the TAB or ENTER key or by pointing-and-clicking, move through the data.
To make additional clientele contact entries at this time, click on the Save and Add New button.
Click on the Cancel button to return to the Clientele Contacts screen without saving your entries.
To revise or delete previous entries of clientele contacts, click on the Beginning Date link of the entry you want to change. If you do not see the entry you want in the upper portion of the window, but you see a scroll bar on the right hand edge, click on the scroll bar to see other entries by pressing either the TAB or ENTER key or by pointing-and-clicking, you can move through the data fields to make your changes. You can move backwards by pressing SHIFT+TAB.