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Contacts Tab
This tab displays a table of all the contacts entered for the organisation. The details for the contacts display, giving you a shortcut to their information.
To:
- View the detail of the contact, select a contact from the table.
- Edit contact detail, drill down on the contact in the table.
- Add a contact, click the Create
Contact button on the Contacts Maintenance form.
The Contacts form 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.
Drill down in the Contacts table to edit this record.
Surname
The surname of the contact selected in the Contacts table displays. This field is display only.
Drill down in the Contacts table to edit this record.
Full Name
The full name of the contact selected in the Contacts table displays. This field is display only.
Drill down in the Contacts table to edit this record.
Position
The contact's position selected in the Contacts table displays. This field is display only.
Drill down in the Contacts table to edit this record.
Reports To
The parent contact for the contact selected in the Contacts table displays. This field is display only.
Drill down in the Contacts table to edit this record.
Email Address
The email address of the contact selected in the Contacts table displays. This field is display only.
Drill down in the Contacts table to edit this record.
Business Phone
The business phone number for the contact selected in the Contacts table, displays. This field is display only.
Drill down in the Contacts table to edit this record.
Mobile
The mobile number for the contact selected in the Contacts table displays. This field is display only.
Drill down in the Contacts table to edit this record.
Pager
The pager number for the contact selected in the Contacts table displays. This field is display only.
Drill down in the Contacts table to edit this record.
Fax
The fax number for the contact selected in the Contacts table displays. This field is display only.
Drill down in the Contacts table to edit this record.
After Hours Phone
The after hours phone number for the contact selected in the Contacts table displays. This field is display only.
Drill down in the Contacts table to edit this record.
Contacts Table
This table lists all contacts for the selected organisation.
Drill down on a contact record to change the detail.
Display Inactive Contacts
Select this option to view contacts with a status of:
- Inactive
- Ready for Delete.
The Contacts table displays only the active contacts by default.