Global Contacts – Dillner's Accounting Tools

Select Setup>Contacts>Global Contacts.

Use the Data Bar buttons at the top of the window to scroll through contact records, access contact list, set Contact Manager options, and save changes.

Most of the fields in the Global Contact are self-explanatory. Following are explanations for fields with a specific use:

EIN/SSN—Enter the Social Security or Employer Identification Number. (Hyphens must be included for W2 and 1099 Contacts.) Any text unique to this contact may be entered in this field to create a global contact.
Name—The Title, First, Middle, Last, Suffix, and Gender field must be completed for Payroll Employees.
Display Name—is the name that appears on printed checks, invoices, and reports.
Business Name—is used in addition to the Display Name when both need to be printed. If both are the same, just use Display Name and leave the Business Name blank.
Sync Now—Selecting this will save any changes made to the current contact on the company contact if this contact exists in Setup>Company Contacts and has Sync with global checked.