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 contact's details, select a contact from the table.
• Edit the contact's details, 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.

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.