Contact Persons Sub-Tab
This section includes the fields and descriptions for the Contact Persons sub-tab.
Field | Description |
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Contact Person No. | In this field, you can specify the contact person’s number. The number can consist of both figures and letters. For further information about the functionality of the field, see the description of the corresponding field in the window Contact Persons.
The island also contains a number of extra lines used for the name and address of the contact person. The fourth one of the extra lines contains two fields, one for zip code and the other for postal district. If you enter a zip code and leave the postal district field blank, the postal district field is automatically completed, provided that the zip code in question has been entered for the relevant country in the window Postal Districts in the Set-Up module. For further information, see the description of the window Postal Districts. |
Name 1-3 | In these fields, you can specify the name and address of the current contact person. |
Zip Code | In this field, you can specify the zip code of the current contact person. If you enter a zip code and leave the field “Postal District” blank, the field “Postal District” is automatically completed, provided that the zip code in question has been entered in the window Postal Districts in the Set-Up module. For further information, see the description of the window Postal Districts. |
Postal District | In this field, you can specify the name of the postal district in which the current contact person resides. |
Name 4-5 | In these fields, you can specify the name and address of the current contact person. |
Attention. | In this field, you can specify an attention person. |
Country | In this field, you can specify the country of the contact person.
Countries are defined in the window Popup Fields in the set-up module. |
Phone | In this field, you can specify the phone number of the contact person. |
Mobile | In this field, you can specify the mobile phone number of the contact person. |
Fax | In this field, you can specify the fax number of the contact person. |
Telex | In this field, you can specify the telex number of the contact person. |
In this field, you can specify the e-mail number of the contact person. | |
Department | In this field, you can select the department to which the contact person belongs. Departments can be defined in window Posting References in the G/L module. |
Education | In this field, you can specify the contact person’s education. |
Position | In this field, you can specify the contact person’s position. |
Date of Birth | In this field, you can specify the contact person’s date of birth. |
Age | This field shows the age of the current contact person, calculated on the basis of the date of birth specified above. |
Gender | In this field, you can specify the gender of the contact person. |
Blocked | If you mark this field, the current contact person is blocked. For further information about the effects of blocking a contact person, see the description of the corresponding field in the window Contact Persons. |
Linking Rule | In this field, you can specify the linking rule that you want to use for the creation of the current contact person. For further information about the effects of the linking rule, see the description of the corresponding field in the window Contact Persons. |
Popup 1-5 | In each of these five fields you can select different information pertaining to the contact person. For further information about the functionality of the fields, see the description of the corresponding field in the window Contact Persons. |
Document Archive No. | In this field, you can assign a document archive to the contact person. For further information about the functionality of the field, see the description of the corresponding field in the window Contact Persons. |
Date 1-5 | In these fields, you can enter a number of dates relevant to the contact person. The fields are for information only. |
Responsible Employee | In this field, you can specify the number of the employee responsible for the current contact person. |
Access Level Name | Here you can enter the name of an access level created in the window Access Levels. For further information about the functionality of the fields, see the description of the corresponding field in the window Contact Persons. |
Created by | This field shows the name of the user who created the information on the current line. |
Created on | This field shows the date on which the information on the current line was created. |
Changed by | This field shows the name of the last user who changed the information on the current line. Changes to the contact person information in the window Contact Persons, also causes this field to be updated. |
Correction Date | This field shows the last date on which the information on the current line was changed. Changes to the contact person information in the window Contact Persons, also causes this field to be updated. |
Version | This field shows the version number of the current line, indicating how many times information has been changed on the line. Maconomy automatically increases the version number by one every time the information is changed. Changes to the contact person information in the window Contact Persons, also causes this field to be updated. It is not possible to retrieve previous versions. |
Parent Topic: Contact Companies Single Dialog Workspace