Use the
Customers/Contacts tab to link one or more
customer or contact records to a
contract record.
Contents
Customers Grid
Use the
Customers grid to associate
customers with
contracts. You associate a
customer record with a
contract record when you add it to the
Customers grid. Both records reflect the association.
The fields on this grid display information from the
customer record in the
Customer Info Center.
| Field | Description |
|---|
|
Customers Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Associate
|
Click this option to add a
customer to the grid.
|
 Remove
|
Click this option to remove a contact from the grid
|
|
Customer
|
Select this option if the company associated with the
contract is a
customer.
|
|
Vendor/Partner
|
Select this option if the firm associated with the
contract is a
vendor/partner.
|
| Name
|
This field displays the
customer's name.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
| Role
|
Click in this field and use the drop-down list to select the
customer's role on this
contract. You define
customer role options in Code Table Configuration.
|
| Role Description
|
Enter additional information about the
customer's role on this
contract.
Click
Edit to use the Text Editor to enter information.
|
| Type
|
This field displays the
customer type.
You cannot mark a
customer with type
Owner as
Confidential on the General Tab of the
Contract Info Center. Only a
customer marked
Primary can also be marked
Confidential. This affects
GovWin Capture Management Proposals because the
Owner
customer's name displays in Blocks 8s and 9 of the 255 Proposal. The 255 pulls the owner name, address, contact person and phone number from the
Customers/Contacts tab for the agency and person selected as
Owner.
|
| Status
|
This field displays the
customer's status, which reflects your company's current relationship with the
customer. The
customer's status displays as:
Active,
Dormant, or
Inactive.
|
| Address Description
|
This field displays the
customer's address description. The address description determines the address that displays in the
Address field on the
Customers grid. By default,
GovWin Capture Management displays the address description associated with the
customer's primary address, which means that the
customer's primary address displays in the
Address field.
If you want to display an address other than the primary address in the
Address field, click
 Search in the
Address Description field and select a different address description from the lookup. When you select a different address description, the address associated with that description displays in the
Address field.
If you delete the
Primary address from the General tab of the
Customer Info Center, the address is also removed from this tab.
|
| Phone
|
This field displays the
customer's phone number.
|
| Address
|
This field displays the
customer's street address. By default,
GovWin Capture Management displays the primary
customer address in this field. If you entered more than one address for a
customer, and you want to display an address other than the primary address in this field, use the
Address Description field to select a different address description. When you select a different address description, the address associated with that description displays in this field.
|
| City
|
This field displays the
customer's city.
|
| State/Province
|
This field displays the
customer's state or province.
|
| Zip/Postcode
|
This field displays the
customer's ZIP or postal code.
|
Contacts Grid
Use the Contacts grid to associate contacts with
contracts. You associate a contact record with a
contract record when you add it to the Contacts grid. Both records reflect the association.
If you enter a contact name in the
Primary Contact field on the General tab, the contact's name and information display in the Contacts grid. A contact record must exist in your database before you can associate it with a
contract record.
The fields on this grid display information from the contact record in the Contact Info Center.
| Field | Description |
|---|
| Contacts Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Associate
|
Click this option to add a contact to the Contacts grid.
|
| Remove
|
Click this option to remove a contact from the Contacts grid.
|
| Name
|
This field displays the contact's name.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
|
Customer/Vendor/Partner
|
If the contact is a customer or subcontractor, this field displays the associated name.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
| Role
|
Click in this field and use the drop-down list to select the contact's role on this
contract. You define contact role options in Code Table Configuration.
|
| Role Description
|
Enter additional information about the contact's role on this
contract.
Click
Edit to use the Text Editor to enter information.
|
| Title
|
This field displays the contact's title.
|
| Phone
|
This field displays the contact's phone number.
|
| Address
|
This field displays the contact's Home/Other address.
|
| City
|
This field displays the contact's city mailing address.
|
| State/Province
|
This field displays the contact's state or province.
|
| Zip/Postcode
|
This field displays the contact's ZIP or postal code.
|
