Contacts Tab Screen

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

Tracking information includes estimator, file priority, and repair phase. Marketing information includes referral source, customer age, and gender. Fields in this screen that appear in gray cannot be edited.

Description of fields on the screen

Field Label	Description
All Contacts	This section displays contacts and their information.
Add	Use this button to add a new contact, or a contact that is stored in the customer database.
Remove	This removes the selected contact in the Contacts section.
Company	Enter the company name in this field.
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.
Contact Type	Select the type of contact from this droplist.
(printer icon)	Green plus sign indicates that the contact displayed will print on the Estimate to Repair and Final Bill documents. The default value is set to the vehicle owner. Red plus sign indicates that the selected contact who is not the vehicle owner will print on the Estimate to Repair and Final Bill documents.
Company	Enter the company name. This field is disabled when Individual is selected for Party Is.
(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.
(search magnifying glass icon)	This button opens the Select Customer screen. This allows you to perform a search for an existing contact or company.
Email	This is the contact email address.
Comm. Preference	Select the preference the system is to use when communicating CCC ONE® Update Plus status messages to the customer.
Call Plan	Select the days to communicate call plan option when CCC ONE® Update Plus status messages are sent to the customer. Call Plans are set up in your repair facility profile under Customer Communication.
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.

Add

Use this button to add a new contact, or a contact that is stored in the customer database.

Remove

This removes the selected contact in the Contacts section.

Company

Enter the company name in this field.

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.

Contact Type

Select the type of contact from this droplist.

(printer icon)

Green plus sign indicates that the contact displayed will print on the Estimate to Repair and Final Bill documents. The default value is set to the vehicle owner.

Red plus sign indicates that the selected contact who is not the vehicle owner will print on the Estimate to Repair and Final Bill documents.

Company

Enter the company name. This field is disabled when Individual is selected for Party Is.

(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.

(search magnifying glass icon)

This button opens the Select Customer screen. This allows you to perform a search for an existing contact or company.

This is the contact email address.

Comm. Preference

Select the preference the system is to use when communicating CCC ONE® Update Plus status messages to the customer.

Call Plan

Select the days to communicate call plan option when CCC ONE® Update Plus status messages are sent to the customer. Call Plans are set up in your repair facility profile under Customer Communication.

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.

Description of fields in the Tracking Information and Marketing Information section

Field Label	Description
Estimator	Select the estimator from this droplist.
File Priority	This droplist allows you to select from a list priority symbols and descriptions that are defined in your repair facility profile.
Primary Referral	This droplist allows you to select a primary referral source that is defined in your repair facility profile.
Secondary Referral	This droplist allows you to select a secondary referral source that is defined in your repair facility profile.
Customer Age	The age ranges that have been defined in your repair facility profile can be selected from this droplist.
Customer Gender	Select male or female from this droplist.

Field Label

Description

Estimator

Select the estimator from this droplist.

File Priority

This droplist allows you to select from a list priority symbols and descriptions that are defined in your repair facility profile.

Primary Referral

This droplist allows you to select a primary referral source that is defined in your repair facility profile.

Secondary Referral

This droplist allows you to select a secondary referral source that is defined in your repair facility profile.

Customer Age

The age ranges that have been defined in your repair facility profile can be selected from this droplist.

Customer Gender

Select male or female from this droplist.

Overview

Workfile - Contacts Tab