Contact Groups Tab

This section includes the fields and descriptions for the Contact Groups tab.

Contact Group Island

Field	Description
Contact Group No.	In this field, you must enter the number of the contact group when creating a group. Once you have pressed Enter upon creating a group, the field can no longer be changed. You cannot specify a combination of contact group number and contact group type which is already used on another contact group.
Description	In this field, you can enter a description of the current contact group type.
Contact Group Type	In this field, you must enter the number of a contact group type when creating a group. Template information from the contact group type is automatically suggested in the option list fields on the new contact group as well as on new contact group members. You cannot specify a combination of contact group number and contact group type which is already used on another contact group.
Description	This field shows a description of the contact group type specified in the field “Contact Group Type” above.

Company Island

Field

Description

Company

In this field, you can enter the name and number of the company to which the group belongs. The company number determines which users have access to seeing information about the group and referring to it in other windows, as described in the section “Central Concepts in the Access Control System” in the Set-Up module. Please note that this access control model only applies if the standard access control configuration has not been changed in your Maconomy system. If it has, the access to contact groups may depend on other factors. If you do not enter a value, Maconomy will attempt to derive a value, using the order of priority set up in the window Dimension Derivations in the G/L module. If no value can be derived, the standard value is transferred from the window System Information in the Set-Up module. See the section “Multiple Companies” in the chapter “Introduction to the G/L Module” and the window Dimension Derivations in the G/L module for a further description of the concept of dimension derivation.

Document Archive Island

Field	Description
Document Archive	In this field, you can assign a document archive to the contact group. By assigning a document archive to a contact group, you can keep track of the various documents related to the contact group. Document archives are created in the window Document Archives in the Set-Up module. See the description of that window for further information on the use of document archives.
Document Count	This field shows the total number of documents in the Document Archive.

Job Island

Field	Description
Job	In this field, you can specify the name and number of a job if the current contact group pertains to a job.

User Island

See the chapter “Getting Started” for a description of the fields in the island User.

Option List Fields Island

Field	Description
List	In these fields, you can specify the option lists containing the values you wish to use for further specification of the contact group. In the fields “Value 1-30” in this island, you can then select values from these lists. When you create a contact group, Maconomy suggests the option lists from the corresponding fields in the selected contact group type, but you can change the option lists here.
Value	In these fields, you can specify values available in the respective option lists specified in this island. The fields can, for example, be used for further specification of the contact group. If a given option list field in this island has been left blank, any text can be entered in the corresponding value field.

Text Fields Island

Field	Description
Text 1-5	In these fields, you can enter a number of remarks about the current contact group.

Database Relation Island

Field	Description
Database Relation	In this field, you can specify the name of a relation in the Maconomy database, thus assigning the current contact group to the entry in question. In the remaining fields in this island, you can then specify the desired entry.
Object Instance Key	If instance key registration has been activated for the relation specified in the field “Database Relation” above, you can specify in this field the instance key value of the database entry to be assigned to the current contact group. If you enter key values in the fields “<Key 1-4>,” this field is automatically completed with the instance key value of the database entry in question. Similarly, if you specify an instance key value, Maconomy automatically completes the key fields.
<Key 1-4>	In these fields, you can enter the values in the primary, secondary, and so on, key fields that identify the entry in the relation above which the current contact group concerns. A key value is a value identifying, for example, a certain order, vendor invoice, and so on. In certain relations, a key consists of up to four key fields. In these relations, the combination of the key values constitutes the key to the individual entries in that relation. An example of this is order lines, where the first key value points to the sales order to which the line in question belongs, and the second key value is the line’s line number in the table part of the sales order. So if the key to entries in a given relation consists of several key fields, it is possible for several entries to have the same value in the same key fields, but there can be no more than one entry with the same combination of values in the key fields in question. When you enter a database relation in the field “Database Relation” above, Maconomy shows the names of the individual key fields in this island instead of blank field names, allowing you to see which fields should be completed. If you specify an instance key in the field “Object, Instance Key” above, the key fields are automatically completed with the key values from the database entry to which the instance key value belongs. Similarly, if you enter key values in these fields and instance key registration has been activated for the database relation in question, Maconomy automatically completes the field “Object Instance Key.”

Access Level Island

Field

Description

Access Level

Here you can enter the name of an access level created in the window Access Levels. Users only have access to information about the current contact group if they have been assigned to this or a higher access level in the window User Access Levels in the Set-Up module. In addition, the user must have access to the access level specified for the company to which the contact group is assigned order to have access to the contact company. Please note that this access control model only applies if the standard access control configuration has not been changed in your Maconomy system. If it has, the access to contact groups may depend on other factors. For further information about the standard access control configuration and access control in a multi-company model, please see the section “Introduction to the Access Control System” in the Set-Up module. If you do not specify an access level, all users will have access to see information about the current contact group type.

Validity Period Island

Field	Description
Validity Start	In these fields, you can enter the starting date and time of the validity period of the current contact group. The field is for information only.
Validity End	In these fields, you can enter the ending date and time of the validity period of the current contact group. The field is for information only.

Extra Date Fields Island

Field	Description
Date and Time 1-5	In these fields, you can enter a number of key dates and times related to the current contact group. The fields are for information only.