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. |
| 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. |