TW - Contacts

Texada Web Stand-Alone Menu -> TW - Customer Information -> Contacts

This window can be used to setup contact information records for the customer with job titles, phone numbers, email addresses, social media information, and comments.

This Contact utility also updates Contact Information.

The contact fields include:

Contact Information:

CUSTOMER

The customer name is displayed for reference.

CONTACT ID

In Add mode accept the next available contact number when creating a new contact, or enter the contact number.
 In Change mode to view an existing contact, select it from the drop-down box.

ACTIVE

Check this box if this contact should receive the document emails.
 Uncheck this box if this contact should not receive document emails.

TITLE

Enter the title of this contact, or select one from the drop-down box as setup in Contact Titles.
 This is a mandatory field, so if a title is not important to this contact, use the blank title code in Contact Titles.

NAME

Enter the contact's name.
 This is a mandatory field.

Note: All remaining fields in the contact information screen are optional.

ADDRESS LINE 1

Enter an optional address for the contact.
 If more space is required, use Address Line 2.

ADDRESS LINE 2

See Address Line 1.

CITY

Enter the city for the contact or select one from the City Search window.

PROV/STATE

Enter the province or state, to a maximum of 5 characters.
 A window is provided listing the standard state and province codes.

POSTAL/ZIP

Enter the postal code or zip code.

COUNTRY

Enter the country code or select one from the drop-down list as setup in Country Codes.

BIRTHDAY

Enter the birth date of the contact.

COMMENTS

Enter any comments specific to this contact in the Contact Comments window.

ALL SITES

Check this box if this contact should be linked to all sites for this customer.
 

Uncheck this box to select specific customer sites that should be associated with this contact.

SITES

Enter the sites for this contact in the Contact Associated Sites window.
 

Phone/Email Information:

WORK PHONE

Enter the work telephone number for this contact.

EXT

Enter the associated work extension if applicable.

HOME PHONE

Enter the home telephone number for this contact.

MOBILE PHONE

Enter the cell telephone number for this contact.

FAX NUMBER

Enter the fax number for this contact.

PRIMARY EMAIL

Enter the contact's email address.
 Click on the envelope icon to the right of the address to immediately send a message to this address using Compose Email.

Note: Refer to Company Email Configuration for information on the "Acceptable Email Address Formats".

Social Media:

Up to five Social Media types as defined company wide in the Contact Social Media Types table, can be listed in the Contact screen with additional media links available in the Social Media window which can be accessed by clicking the MORE button.
 These fields can be used to capture the Contact's personal links and addresses for Internet access to sites such as Facebook, Twitter, Websites, etc.

Once the complete URL address is entered in the Social Media field, double click on the field or click on the Link icon to the right of the field to launch the corresponding webpage.
 e.g. https://www.facebook.com/Tiger

Finished?

Click ACCEPT to accept the information, or CANCEL to abort.

ACTIONS:
 Additional actions provided by buttons on the Contact Information screen include:

•Link an Image or Document to the Contact:
 Click the ATTACHMENTS button to link external documents or images to this contact record, using the File Attachments window.

A warning is triggered that the attachment processing has not been configured, when there is no attachment directory defined in Company Miscellaneous Parameters.

•Delete a Contact:
 Click the DELETE button from the Contact ID field then click the DELETE button to delete a Contact that is not longer required.
 Confirmation is required to complete the deletion.

Note: A Contact cannot be deleted for a specific Site, if that Contact is also associated with any other Site.
 When a Contact is deleted from the Customer, then it is automatically deleted from all Sites as well.

Topic Keyword: FRSCI01 (6648)