Page History: Contact - Air Hammer
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Page Revision: Fri, 24 Jul 2009 13:34
Default Menu Location
Maintain >> Address Book >> Contact
From the
Contact screen, click on the green hammer
on the right of the screen to access the
Contact 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
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
