Contact - Air Hammer
Modified on Thu, 28 Jul 2011 09:55 by Greg Andrews — Categorized as: Address Book
Table of Contents
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General Description
Tab Options
General Description
¶
Default Menu Location
Maintain >> Address Book >> Contact
Screen Name
PEPHAMMER
From the
Contact
screen, click on the green 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
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