How to enter details for a number

[Belinda Frick]

Login with Maintenance or Admin.
Click on the DATA button on the left.
Click on the Numbers tab at the top of the screen.
This is the screen that is used to enter details for a number. You can
search for a number on this screen at the top of the screen as well.

Person :The person's name associated with this number.
Company:The Company Name associated with this number.
Group:The number's group, used for additional reporting.
Private:Tick this box to make this number Private or leave it blank
for business.

NOTE! If the "TIMER ON" button is on, while trying to edit information on
this screen, it will try and locate numbers live. You can turn the timer off while
you edit a number to prevent it from "jumping".

Or

In TOPAZ -> Setup -> Properties -> Filters and defaults
Under 'default for new numbers' Tick Private or business, now under data when entering
new numbers, the numbers will automatically be marked according to this setting.


also see: Create Excel file for importing into TOPAZ?