Page 21 - Unanet AE: Introduction to Project Management
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•  Office - Dropdown list of addresses that are located on the Addresses tab.
                   •  Street 1 - Address line 1.
                   •  Street 2 - Address line 2.
                   •  Street 3 - Address line 3.
                   •  Street 4 - Address line 4.
                   •  City - City.
                   •  State - State.
                   •  Zip - Zip Code.
                   •  State - State.
                   •  Country - Country.
                   •  Phone - Telephone number.
                   •  Fax - Fax number.


               Client Type/Specialty
                   •  Type - Type of Client. A User-Defined Field. The Type list is managed under
                       Administration > List Management > Client Types.
                   •  Specialty - The specialty area of the Client. A User-Defined Field. The Specialty
                       list is managed under Administration > List Management > Client Specialties.


               Internal Contacts
                   •  Main Contact - Employee who acts as main contact for this Client.
                   •  Comments - Note for main contact.
                   •  Sales Contact - Employee who acts as sales contact for this Client.
                   •  Comments - Note for sales contact.
                   •  Marketing Contact - Employee who acts as marketing contact for this Client.
                   •  Comments - Note for marketing contact.
                   •  Other Contact - Employee who acts as a miscellaneous contact for this Client.
                   •  Comments - Note for contact.


               Addresses Tab
               The Addresses tab contains the addresses of the selected firm.



















               LESSON 1: A/R JOURNALS                                       ©2024 Unanet. All rights reserved.   21
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