Contacts - Revision history

Amohammad at 15:01, 20 March 2024

2024-03-20T15:01:39Z

Amohammad at 15:01, 20 March 2024

2024-03-20T15:01:11Z

Amohammad at 14:59, 20 March 2024

2024-03-20T14:59:37Z

Amohammad at 14:57, 20 March 2024

2024-03-20T14:57:45Z

Amohammad at 14:08, 20 March 2024

2024-03-20T14:08:36Z

Amohammad at 13:57, 20 March 2024

2024-03-20T13:57:46Z

Amohammad at 21:15, 19 March 2024

2024-03-19T21:15:51Z

Amohammad at 20:46, 19 March 2024

2024-03-19T20:46:44Z

Amohammad: Created page with "NOTOC ===General Information=== '''Default Menu Location''' Maintain >> Address Book >> Contact '''Screen Name''' CONTACT [imageauto|Contacts- Main Screen|{UP}/Contact..."

2024-03-19T19:43:21Z

Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Maintain >> Address Book >> Contact '''Screen Name''' CONTACT [imageauto|Contacts- Main Screen|{UP}/Contact..."

New page

__NOTOC__

===General Information===

'''Default Menu Location''' Maintain >> Address Book >> Contact

'''Screen Name''' CONTACT

[imageauto|Contacts- Main Screen|{UP}/ContactMainEmbedded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20Main.jpg]

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

[^{UP}/Contacts Tab Bar.png|Click here to see Contact Icon]

====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
* Clicking the '''Address''' button will label the street address, city, state, and zip code in a pop-up window
* Clicking the '''Arrow''' button will toggle between Business and Home addresses

'''Phone numbers:''' There are four available fields for phone numbers of the selected contact person

'''Email:''' Email address of the selected contact person
* Click the Email link to automatically prepare an Email message to be sent to the person with a selected Email program

'''TxtMsg Add:''' The text message address of the selected contact
* Click the TxtMsg Add link to prepare a text message to be sent to the contact’s cell phone through a selected Email program

'''Web Page:''' The web page URL of the contact’s organization
* Click the Web Page link to view the web page for the company

'''Attributes:''' Attributes that have been assigned to the contact are visible in lower right-hand box. For details on editing see: [^rule-att_con|Contact Attributes - Alerts & Editing]

===All Fields===

[imageauto|Contacts- All Fields Screen|{UP}/ContactAllFieldsEmbedded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20All%20Fields.jpg]

* '''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

===Details===

[imageauto|Contacts- Detail Screen|{UP}/ContactDetailEmbedded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20Details.jpg]

'''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===

[imageauto|Contacts- Find Screen|{UP}/ContactFindEmbedded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20Find.jpg]

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===

[imageauto|Contacts- Task Screen|{UP}/ContactTaskEmbedded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20Task%20Alerts.jpg]

Alerts tab is used to notify different alerts to users.

* To change alerts, click '''Edit''' and select the appropriate method

* To change notifications method, keep selecting from the list until the correct notification method is displayed

===Roles===

* '''Resource:''' Someone who is assigned to a task

* '''Contract Manager:''' Manager for the contract or a selected task

* '''Project Manager:''' Manager for the project or a selected task

* '''Sales Person:''' Salesperson assigned to the customer or a selected task

* '''Other:''' On the Alerts tab of the Task Entry Screen, a person added to the alerts section

* '''Creator:''' User who created a task

===Drop Down Menu options===

* '''Assign:''' The person will be notified when they are assigned to a task

* '''Billed:''' The person will be notified when they are assigned to the task and the task is billed

* '''Create:''' The person will be notified if the task is drawn on the schedule to be assigned to them

* '''Due Date:''' The person will be notified when they are assigned to the task and the task's Due Date expires

* '''Edited:''' The person will be notified when they are assigned to the task and the task is edited

===Event Alerts===

[imageauto|Contacts- Event Alerts Screen|{UP}/ContactEventEmbeded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20Event%20Alerts.jpg]

Event Alert is used to send email templates based on existing event(s).

[[Category:Address Book]]

← Older revision		Revision as of 15:01, 20 March 2024
Line 112:		Line 112:

	* To change notifications method, keep selecting from the list until the correct notification method is displayed		* To change notifications method, keep selecting from the list until the correct notification method is displayed
		+

	===Roles===		===Roles===

@@ Line 53: / Line 53: @@
 ===Details===
-[imageauto|Contacts- Detail Screen|{UP}/ContactDetailEmbedded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20Details.jpg]
+[[File:Details.png]]
 '''Details''' tab contains additional information about the selected person.
@@ Line 92: / Line 91: @@
 '''GL Group:''' The General Ledger group
 ===Find===
@@ Line 101: / Line 101: @@
 The results grid at the bottom of the screen will be populated with all of the matching information. Then to view any additional information associated with a contact in the results double-click on the contact, to be directed to the Main tab.
 ===Task Alerts===
@@ Line 125: / Line 126: @@
 * '''Creator:''' User who created a task
 ===Drop Down Menu options===
@@ Line 137: / Line 139: @@
 * '''Edited:''' The person will be notified when they are assigned to the task and the task is edited
 ===Event Alerts===

@@ Line 95: / Line 95: @@
 ===Find===
-[imageauto|Contacts- Find Screen|{UP}/ContactFindEmbedded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20Find.jpg]
+[[File:Find.png]]
 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.
+The results grid at the bottom of the screen will be populated with all of the matching information. Then to view any additional information associated with a contact in the results double-click on the contact, to be directed to the Main tab.
 ===Task Alerts===
-[imageauto|Contacts- Task Screen|{UP}/ContactTaskEmbedded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20Task%20Alerts.jpg]
+[[File:Task_Alerts.png]]
 Alerts tab is used to notify different alerts to users.
@@ Line 140: / Line 140: @@
 ===Event Alerts===
-[imageauto|Contacts- Event Alerts Screen|{UP}/ContactEventEmbeded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20Event%20Alerts.jpg]
+[[File:Event_Alerts.png]]
 Event Alert is used to send email templates based on existing event(s).

@@ Line 42: / Line 42: @@
 ===All Fields===
-[imageauto|Contacts- All Fields Screen|{UP}/ContactAllFieldsEmbedded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20All%20Fields.jpg]
+[[File:All_Fields.png]]
 * '''All Fields''' tab is to review the information

@@ Line 12: / Line 12: @@
 '''Function''' Contact screen is used to view, edit, and add new users/contacts.
-[^{UP}/Contacts Tab Bar.png|Click here to see Contact Icon]
+[[media:Contact_Icon.png|Click here to see the Contact Icon]]
 ====Fields/Filters====

@@ Line 7: / Line 7: @@
 '''Screen Name''' CONTACT
-[imageauto|Contacts- Main Screen|{UP}/ContactMainEmbedded.png|http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Address%20Book\Contact%20-%20Main.jpg]
+[[File:General_Info.png]]
 '''Function''' Contact screen is used to view, edit, and add new users/contacts.

Contacts - Revision history

Amohammad at 15:01, 20 March 2024

Amohammad at 15:01, 20 March 2024

Amohammad at 14:59, 20 March 2024

Amohammad at 14:57, 20 March 2024

Amohammad at 14:08, 20 March 2024

Amohammad at 13:57, 20 March 2024

Amohammad at 21:15, 19 March 2024

Amohammad at 20:46, 19 March 2024

Amohammad: Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Maintain >> Address Book >> Contact '''Screen Name''' CONTACT [imageauto|Contacts- Main Screen|{UP}/Contact..."

Amohammad: Created page with "NOTOC ===General Information=== '''Default Menu Location''' Maintain >> Address Book >> Contact '''Screen Name''' CONTACT [imageauto|Contacts- Main Screen|{UP}/Contact..."