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:

  • None

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: text(64), mandatory, WYSIWYS

This field stores the first name of the contact. This should be entered as you would expect it to appear on any printed material relating to the contact.

Reference: text(64), WYSIWYS

This field stores the last name of the contact. This should be entered as you would expect it to appear on any printed material relating to the contact.

Reference: text(64), WYSIWYS

This field represents the organisation or business that the contact belongs to. If the contact is being created from another record, the Organisation will be automatically filled in with the relevant value.

Reference: text(64), WYSIWYS

This is the role or roles of the contact within the organisation. For example: 'Salesperson' or 'Sales / Accounts manager'

Reference: Address

Information is under review for a new version and will be updated soon.

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: text(20), WYSIWYS

This is the phone number on which the contact can be reached.

Reference: text(20), WYSIWYS

This is the mobile number on which the contact can be reached.

Reference: text(20), WYSIWYS

This is the fax number on which the contact can be reached.

Reference: text(100), WYSIWYS

This is the E-Mail address by which the contact can be reached.

Reference: text(100), WYSIWYS

This is the website address associated with the contact.

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: list, read-only

Information is under review for a new version and will be updated soon.

Reference: menu

The "Allow display of deleted records" menu option enables or disables the inclusion of pending delete records in the search results of the screen.

 

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