Contact Manager
Contacts allow you to specify the details of any number of relevant contacts relating to your business.
- No practical limit to the number of contacts that can be created
- One contact can be linked to multiple places within Accentis Enterprise
- Modification of contact details only needs to occur in one place
- Supports Pending delete status
Module: System
Category: Contacts
Activation: Main > Database > Contacts manager
Form style: Multiple instance, SODA
Special actions available for users with Administrator permissions:
- View and edit deleted contacts with the Allow display of deleted records menu option.
- Change the User ID of the Entered by field of memos.
- Edit memos entered by other users.
Database rules:
- A contact cannot be deleted if it is used anywhere in Accentis Enterprise
Reference: number, read-only, WYSIWYS
This number uniquely identifies a Contact within Accentis Enterprise. The Contact ID is automatically generated by the system after the first update of a Contact and cannot be changed for the life of the Contact.
If a Contact is deleted, its Contact ID will never be used again for another Contact.
Reference: select from list, mandatory, HotEdit, WYSIWYS
This is the assigned type of the contact and is used to categorise contacts into definable groups. Each contact must be assigned a type, but these types can be freely defined to meet your requirements via the Contact types form.
Reference: memo, expandable, WYSIWYS
This field is free text where you can enter as much or as little additional information about the contact as you like. This field is only used for reference purposes and serves to clarify details of the contact to anyone who views the notes.
Reference:
Information is under review for a new version and will be updated soon.
Reference: address
This is the postal address of the Contact.
Reference: address
This is the business and / or residential address of the Contact.
Reference: Menu
If set, this will display records that have been set as “Pending delete”. This means that a user has deleted them, but because they are linked to other data and historical records, they are not able to be properly deleted and are put into a “recycle bin”. Under normal circumstances you won’t see these records but the option to “Allow display of deleted records” will make them appear while this window is open. If you close the window, and reopen it, you will need to select the “Allow display of deleted records” option if you wish to see the pending-deleted records again.
Note: Once a record has been permanently deleted (that is, there are no linked records and the data has actually been removed), this option will not show those records.
See Pending delete for more information.