Contacts Tab

This tab displays a table of all the Contacts entered for the selected Organisation. The details for the contacts display, giving you a shortcut to their information.

To:

View the detail of the Contact in the fields provided for, select a Contact from the table.
Maintain Contact detail, drill down on the Contact in the table.
Add a contact, click the Create Contact button on the Contacts Maintenance form. The CRM > Relationships > Contacts opens. The Organisation field defaults to the selected Organisation. Enter the detail of the new Contact and save the record. The new Contact displays in the table of Contacts for the Organisation.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Code

The Code for the Contact selected in the Contacts table, displays. This field is display only. This record can be maintained through drill down in the contacts table.

Surname

The Surname for the Contact selected in the Contacts table, displays. This field is display only. This record can be maintained through drill down in the contacts table.

Full Name

The Full Name for the Contact selected in the Contacts table, displays. This field is display only. This record can be maintained through drill down in the contacts table.

Position

The Position for the Contact selected in the Contacts table, displays. This field is display only. This record can be maintained through drill down in the contacts table.

Reports To

The Parent Contact for the Contact selected in the Contacts table, displays. This field is display only. This record can be maintained through drill down in the contacts table.

Email Address

The Email Address for the Contact selected in the Contacts table, displays. This field is display only. This record can be maintained through drill down in the contacts table.

Business Phone

The Business Phone number for the Contact selected in the Contacts table, displays. This field is display only. This record can be maintained through drill down in the contacts table.

Mobile

The Mobile number for the Contact selected in the Contacts table, displays. This field is display only. This record can be maintained through drill down in the contacts table.

Pager

The Pager number for the Contact selected in the Contacts table, displays. This field is display only. This record can be maintained through drill down in the contacts table.

Fax

The Fax number for the Contact selected in the Contacts table, displays. This field is display only. This record can be maintained through drill down in the contacts table.

After Hours Phone

The After Hours Phone number for the Contact selected in the Contacts table, displays. This field is display only. This record can be maintained through drill down in the contacts table.

Contacts Table

This table lists all Contacts for the selected Organisation. Drill down on a Contact record to maintain the detail.

Display Inactive Contacts

Select to view Contacts with Status:

Inactive
Ready for Delete in the table.

The Contacts table displays only the active Contacts by default.