General Information
Default Menu Location Maintain >> Address Book >> Contact
Screen Name CONTACT
Function Contact screen is used to view, edit, and add new users/contacts.
Fields/Filters
Full Name: Full name of the contact person
Job Title: Contact’s official job title
Company: Company where the contact person works (Companies may be added/edited/deleted in the Organization Screen)
Address: Addresses for the selected contact person
Phone numbers: There are four available fields for phone numbers of the selected contact person
Email: Email address of the selected contact person
TxtMsg Add: The text message address of the selected contact
Web Page: The web page URL of the contact’s organization
Attributes: Attributes that have been assigned to the contact are visible in lower right-hand box.
All Fields
- All Fields tab is to review the information
- Information on this tab cannot be edited
- It shows how all of the fields in the Contact Screen are completed
Actions - View
The actions box is located on the left side of the screen.
It provides actions for a selected contact.
Add New Contact: Allows you to add a new contact.
Edit Contact: Allows you to edit the contact.
Delete Contact: Allows you to delete the contact.
Select Contact: Allows you to choose a different contact.
Show Notes: Clicking here will open a new tab displaying all the notes for that client.
Show attachments: Clicking will open a new tab displaying all the attachments for that client.\
Prev Contact: Goes to the previous contact based on alphabetical order of name.
Next Contact: Goes to the next contact based on alphabetical order of name.
Details
Details tab contains additional information about the selected person.
Fields/Filters
Department: The department in which the person works
Office: At which office, if there are branch offices, is the person located?
Profession: Occupations
College: School the person attended
Birthday: Person’s date of birth
Anniversary: Person’s date of marriage
Nick Name: Nick name for the contact
Spouse’s Name: Person’s spouse
Reference ID: A reference ID that can be used for integration into another software package
AcctSPCode: A reference ID that can be used for integration into an accounting software package
Manager’s Name: The name of the person’s immediate supervisor
Assistant’s Name: Coworker that normally answers the phone when the person is not available
Assistant Phone: Phone number to the assistant
Special Interest: Special interest for the person
Things to avoid: Things not to avoid with the person
Hobbies: Things the person enjoy doing
GL Group: The General Ledger group
Find
When only a portion of the person's information is known, use the
Find tab to zero in on a contact.
Type in any of the known information into the fields: Name, Company, Title or Phone. Then click
"Find Now!"The results grid at the bottom of the screen will be populated with all of the matching information. Then to view any additional information assciated with a contact in the results double-click on the contact, to be directed to the Main tab.
Task Alerts
Alerts tab is used to notify different alerts to users.
- To change alerts, click Edit Task Alert and select the appropriate method
- To change notifications method, keep selecting from the list until the correct notification method is displayed
Attributes
The attributes box minimize will be located on the left side of the screen underneath actions. When maximized, the attributes will be on the right side of the screen.
To add or edit attributes, click the "+" sign in the upper right side of the box and you can edit or add attributes.
How to Add A New Contact
Below is a link to a video of how to add a new contact in Adjutant 2.0.
How to Add a New Contact in Adjutant 2.0
