Contacts Tab Screen

Use this screen to view, add, modify, or delete contacts and their information associated with the workfile.

Description of fields on the screen

Field Label	Description
All Contacts	This section displays contacts and their information.
Remove	This removes the selected contact in the Contacts section.
Name	This column displays the first and last name of the contact. This column can be sorted. Selecting this column sorts the contact list by last name.
Primary Phone	The primary telephone number of the contact is displayed in this column. Selecting this column sorts the contact list by primary phone number.
Secondary Phone	The secondary telephone number of the contact is displayed in this column. Selecting this column sorts the contact list by secondary phone number.
Fax	The fax telephone number of the contact is displayed in this column. Selecting this column sorts the contact list by fax number.
Company	The company name associated with the contact is displayed in this column. Selecting this column sorts the contact list by company name.
(contact information section)	The vehicle owner contact information is displayed in this section by default. Select a contact from the All Contacts section to display the contact information.
Company	Enter the company name.
(salutation)	This droplist is displayed to the right of the First Name field label.
First Name	Enter the contact first name in this field.
Last Name	Enter the contact last name in this field.
Email	This is the contact email address.
Addresses	This grid allows you to enter multiple addresses for the selected contact.
Type	This describes the address type. Select Home, Work , or Mailing from this droplist.
Address 1	Enter the street number and name in this field.
Address 2	Enter additional location information here (e.g., Suite 111, or Apt 2G).
City	Enter the contact city name in this field.
State	Select the contact state from this droplist.
Zip	Enter the contact postal code in this field.
(address blue up and down arrows)	Use the arrows to move the selected address up or down in the list.
(red X)	This button removes the selected address from th list.
Phone Number(s)	The selected contact phone numbers are listed in this section.
Phone Type	This option describes the type of phone number. Phone types include Business, Cell, Day, Evening, Fax, and Other.
Phone Number	Enter the area code, phone number and extension in this field.
(up and down arrows)	Use these arrows to move the selected phone number up or down the list.
(red X)	This button removes the selected phone number.
Contact Notes	Enter any additional information in this field.

Field Label

Description

All Contacts

This section displays contacts and their information.

Remove

This removes the selected contact in the Contacts section.

Name

This column displays the first and last name of the contact. This column can be sorted. Selecting this column sorts the contact list by last name.

Primary Phone

The primary telephone number of the contact is displayed in this column. Selecting this column sorts the contact list by primary phone number.

Secondary Phone

The secondary telephone number of the contact is displayed in this column. Selecting this column sorts the contact list by secondary phone number.

Fax

The fax telephone number of the contact is displayed in this column. Selecting this column sorts the contact list by fax number.

Company

The company name associated with the contact is displayed in this column. Selecting this column sorts the contact list by company name.

(contact information section)

The vehicle owner contact information is displayed in this section by default. Select a contact from the All Contacts section to display the contact information.

Company

Enter the company name.

(salutation)

This droplist is displayed to the right of the First Name field label.

First Name

Enter the contact first name in this field.

Last Name

Enter the contact last name in this field.

This is the contact email address.

Addresses

This grid allows you to enter multiple addresses for the selected contact.

Type

This describes the address type. Select Home, Work , or Mailing from this droplist.

Address 1

Enter the street number and name in this field.

Address 2

Enter additional location information here (e.g., Suite 111, or Apt 2G).

City

Enter the contact city name in this field.

State

Select the contact state from this droplist.

Zip

Enter the contact postal code in this field.

(address blue up and down arrows)

Use the arrows to move the selected address up or down in the list.

(red X)

This button removes the selected address from th list.

Phone Number(s)

The selected contact phone numbers are listed in this section.

Phone Type

This option describes the type of phone number. Phone types include Business, Cell, Day, Evening, Fax, and Other.

Phone Number

Enter the area code, phone number and extension in this field.

(up and down arrows)

Use these arrows to move the selected phone number up or down the list.

(red X)

This button removes the selected phone number.

Contact Notes

Enter any additional information in this field.

Overview

Workfile - Contacts Tab