Page History: Contact - Air Hammer
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Page Revision: Tue, 02 Jun 2009 16:55
Default Meny Location
Maintain >> Address Book >> Contact
From the
Contact screen, click on the green hammer
on the right of the screen to access the
People Air Hammer screenGeneral Description
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
button.
Click the
Summary button or
Show Detail button to toggle between summary and detail formats.
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.
