Customers: Contact Maintenance Subwindow

Contact List

A list of all contacts for the selected address.

Mailable

Contacts. Contact can be mailed to (the default contact is always mailable). {ADCFILE.ADCMAIL boolean}

Title

Contacts. Salutation (eg Mr). {ADCFILE.ADCSALU char 15}

First name

Contacts. First name. {ADCFILE.ADCFIRS char 20}

Last name

Contacts. Last name. {ADCFILE.ADCLAST char 20 Idx}

‘Dear’

Contacts. ‘Dear’ salutation for letters. {ADCFILE.ADCDEAR char 20}

The name that would be used to address the individual in a letter (e.g. Dear “Jack” or Dear “Mr. Marks”).

Description

Contacts. Contact description for internal identification. {ADCFILE.ADCDESC char 60}

Job

Contacts. Job title. {ADCFILE.ADCJOB char 40}

Department

Contacts. Department within the business. {ADCFILE.ADCDEPT char 40}

Telephone

Contacts. Telephone number (typically copied from ADRTEL). {ADCFILE.ADCTEL char 60}

Fax

Contacts. Fax number (typically copied from ADRFAX). {ADCFILE.ADCFAX char 60}

Mobile

Contacts. Mobile telephone number. {ADCFILE.ADCMOBI char 60}

Home

Contacts. Home telephone number. {ADCFILE.ADCHOME char 60}

IP voice

Contacts. IP voice over Internet ‘telephone’ number. {ADCFILE.ADCIPTE char 60}

Email

Contacts. Email address (typically copied from ADREMAI). {ADCFILE.ADCEMAI char 120}

Comments

Contacts. Comments. {ADCFILE.ADCCOMM char 100000000}

Add

Add a new contact.

Delete

Delete the current contact.

Set To Default

Click to set the current contact as the default for the address.

Add

Add Contact. Performs the same function as the Icon button.

Delete

Delete Contact. Performs the same function as the Icon button.

Set To Default

Set Contact as the Default. Performs the same function as the Icon button.

Copy Contact to Clipboard

Using the formatting rules, copies the Address and Contact to the clipboard so that you can use it in other programs.

Print Standard Letter…

Prints a Standard Letter for the selected Address and Contact. It opens the Standard Letter Selection window so you can select a letter to print.

Print Envelope…

Prints an Envelope for the selected Address and Contact.

Print 4×4 Label…

Prints a 4×4 Label for the selected Address and Contact. It opens the 4 by 4 Label Position window so you can select a label position.

TIP:

There are options that control the automatic addition of contacts for new master records that typically can form departmental document links, such as Accounts Department. optAdcCusAutoNew, optAdcDeaAutoNew and optAdcSupAutoNew apply to new Customers, Marketing records and Suppliers. These options apply when new master records are added.

You use them where you want to predictably have separate contact addressing for particular documents. For example, Customer Statements should be addressed to the Accounts Department rather than the normal default contact.

To effect an option, set up an appropriate Contact on an existing master record and set up appropriate document links and formatting for it. This will be used as a ‘model contact’ from which the Job and Department and all document links will be copied. This ‘model contact’ can be for any address in the same master file. You can setup multiple contacts that all will be copied to the new master record. Once you have created your ‘model contact(s)’, make a note of their Id Numbers. You then add the option to the System Options and enter a comma-delimited list of the Id Numbers of your ‘model contact(s)’.

After a master record is created with these options active the following rules apply:

• Such auto-created contacts only apply to the default address of the master record.
• The ‘model contact’ description is used to determine whether such a contact has already been created for the default address, and if so it is used.
• The uniqueness of all copied document links is checked and they are only added if not already assigned for the master record and document type.
• Any contact added has name fields and home phone number cleared.
• Other telephone numbers, email address and comments are copied from the default contact for the default address of the master record.
• If there is no default contact for the default address, the telephone, fax and email from the address is used for the copied contacts and the first added contact is set to the address’s default contact.

These options operate with both Add and Duplicate in master maintenance windows, during data import with Data Transfer or within maintenance. It also operates when customers or suppliers are created from marketing records.

• Address Maintenance Subwindow
• Marketing Data Maintenance
• Customer Maintenance
• Supplier Maintenance
• Goods-Inwards Delivery Details Maintenance