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Page History: Contacts in Adjutant 2.0

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Page Revision: Thu, 14 Jan 2016 10:37


General Information

Default Menu Location Maintain >> Address Book >> Contact

Screen Name CONTACT

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Function Contact screen is used to view, edit, and add new users/contacts.

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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

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  • 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.

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It provides actions for a selected contact.

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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

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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

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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

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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

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