You can view the
contacts on an account by selecting the
Contact
folder in the left hand frame of the Account
Manager Screen.
The details of any contacts applied to the
account will display in the bottom frame as
shown below. The contacts can be sorted by
clicking on the column headers.
The area directly
below the browse will display the address
details of the highlighted contact. Greyed
out contacts are deleted contacts which will no
longer show in the main account display.
Contact Account Link:
Below this again you have the option to search for a
contact link to the
highlighted contact. You can check the boxes that
suit the criteria you are searching on and then click
the search button. The window below will launch.
The contacts available for
linking will display in the bottom browse. Select
the contact you wish to link to and click on the "New
Link" button.
The contact link code screen will launch.
Simply enter a description for the link, for example
"subjects Brother" or "Subjects Mother" etc. Then
click "OK". This will create a link from the
contact you searched on to the contact you found.
You can create multiple links for a contact.
The corresponding link will automatically be set up on
the other account.
The link can be removed via the
Account Link Tab on the
account manager screen.
Creating a
Contact
The Contact screen can be launched by clicking on the
NEW
button located at the top right hand side of the
Adjustments browse. You may leave this screen
at any time by clicking the "CANCEL" button.
The first piece of data you may enter here is
the title of the contact. Choose a
relevant title from the "Title" drop down menu.
The following fields are self explanatory, enter
the relevant information in the data boxes from
"First Name" to "Post Code".
The contact method
works slightly different. To enter a new
contact method click on the small button at the
top right hand side of the contact method
browse. This will launch the
Contact Method
Screen (please click on the link to view
information on this).
Next is the Contact Type.
Choose the contact type you wish to attribute to
the contact from the drop down menu in the
"Contact Type" box. If the contact type is
a correspondence type the check box beside the
contact type will be checked (This box can not
be edited from this screen) If you know
this is a confirmed address for the contact you
can check the "Confirmed" box. This
confirmation can also be done from the account
manager screen for existing contacts, see
Confirming and
Unconfirming Account Contacts.
You can set a field collector code to this
contact. Right click in the "Collector"
box and select the collector you wish to set for
this contact from the browse.
Click on the "OK" button to save your changes.
Updating / Deleting a
Contact
You may update a
contact by double clicking on the contact displayed on the Account Manager Screen or by selecting
the contact and clicking on the "UPDATE" button located
below the "NEW" button. All fields highlighted
above are editable in the update mode. Any contact
method you wish to update can be done by double clicking
on the contact method you wish to update (se the
Contact Method Screen
for information) Click on
the "OK" button to save your changes.
Simply delete the adjustment by clicking on the "DELETE"
button.
