Adjutant
Welcome Guest, you are in: Login

Desktop Adjutant

RSS

Navigation







Quick Search
»


Advanced Search »

Table of Contents [Hide/Show]


General Description

Default Menu Location Maintain >> Address Book >> Contact

Screen Name PEPHAMMER

From the Contact screen, click on the green hammer People Air Hammer on the right of the screen to access the Contact Air Hammer screen

The Air Hammer is a drill-down tool that displays information about the person you have selected.

  • Click on any of the tabs to display information correlating to the person and the tab you've selected

  • Drill down even further by double-clicking in the grid on the item you want more information on

  • Click the Select button to choose another person

  • Click Print to display the Message Control Screen

  • To search for specific items within certain tabs, enter the item code or description and click the Image button

  • Click the Summary button or Show Detail button to toggle between summary and detail formats

Tab Options

Work Performed: Tasks that have been completed by the person

Phone Calls: Phone calls made to or from the person (requires telephony module and telephone system integration)

Contracts: Contracts where the person is the contract manager

Audit Log: A summary audit log of system interaction involving the person

Open Task: Open tasks for the person

Notes: Notes owned by the person

Quote: Customer quotes created by the person

Purchase Orders: Purchases created by the person

Invoices- SP: Invoices where the person is the salesperson

Invoices - Res: Invoices where the person is a resource

Sales Orders: Sales orders created by the person

Projects: Projects where the person is a the project manager


Adjutant Wiki via Screwturn version 3.0.5.600. You are logged in as Guest. There are 921 pages in the Wiki. Learn More About Adjutant Enterprise Solutions