Screen flows

• OK—Proceed.
• Cancel—Cancel the action.

Header

• Contact Code

  The code of the client contact, unique within the client. This field is mandatory

  For contact creation:

  • A Contact Code is either entered manually or generated by the syntax that is in scope and has a Syntax Type of Other and a Syntax Code of CONTACT_CODE_SYNTAX. Refer to Maintaining Client, Contact and Quote Syntaxes.
  • Where no Contact Code is entered and the syntax is not found, or the syntax is found but the syntax cannot generate a code, then an error is raised.
  • Where the entered or generated client contact's Contact Code is not unique within scope, then an error is raised.
  • Where the entered or generated client contact's Contact Code does not satisfy code validation, that is, if the code contains non-printable characters, then an error is raised.

  Note: Where the Contact Code field is flagged as mandatory in the screen personalisation, then the code must be entered manually. The syntax only comes in to play where the field is not flagged as mandatory in the screen personalisation.

• Contact Name

  The name of the contact.

• Description

  The description of the contact.

• Contact Category

  The category assigned to the contact. Selected from categories of Category Type of CONTACTS.

• Is Active

  Indicates whether the entity is available in drop-down lists. An inactive entity cannot be selected for use.

• Title

  The salutation used for the contact. A salutation may be selected from the drop-down list that contains active salutations from System Table Codes with a Table Type of CC01—Salutation, as configured in the MSETBL—Table Code Service application. Refer to Maintaining System Table Codes.

• First Name

  The first name of the contact.

• Middle Name

  The middle name of the contact.

• Last Name

  The last name of the contact.

• Full Name

  The full name of the contact. If Full Name field does not have a value, upon submit, it is populated by combining the values from the First Name, Middle Name and Last Name fields. Effectively concatenation occurs only once, unless the Full Name is cleared again.

• Job Title

  The title of the job or position of the contact within the client's company.

• Telephone

  Tjhe telephone number for the contact.

• Department

  The department in which the contact works.

• Mobile

  The mobile telephone number for the contact.

• Email

  The email address for the client contact. Maximum 256 characters. The check box next to the email address indicates whether it is used automatically when distributing reports to this contact, that is, a pre-set reporting method of type email is indicated for reports.

• Pager

  The pager number for the contact.

• Fax

  The fax number for the contact. The check box next to the fax number indicates that it is automatically used when distributing information to this contact. If is checked, then Fax is pre-set as a reporting method. If cleared, then an alternative fax address for reporting can be added as a reporting method. Even if the check box checked, an alternative (in addition) fax address can be created for the contact.

• IM

• The instant messaging ID for the contact.

• Last Submission Date

  The date-time at which the last submission of samples was received from this contact.

• Report Printer

  The printer on which to print reports for the contact.

• Report Printer Network Address

  The full network address of the Report Printer. Display only.

• Use Client Address

  Indicates whether to use the main address details of the client for the contact. The address that is extracted for a report request's client and a report request job's client is populated as follows:

  • If the job has a contact, then:
    • If the Use Client Address is selected, then the address is set to the client's default address, if a default address is defined for the client, otherwise the address is left empty.
    • If the Use Client Address check box is cleared, then the address is set to the contact's default address, if a default address is defined for the contact, otherwise the address is left empty.
  • If the job does not have a contact, then:
    • If the Use Client Address is selected, then the address is set to the client's default address, if a default address is defined for the client, otherwise the address is left empty.

  Note that a new address for the contact can be created by using the Create Contact Address grid flow option on the Address tab.

• Document

  Documents can be uploaded, downloaded and removed from this entity. The additional documents can be used for a variety of purposes, for example:

  • Linking additional documentation to an entity, such as a client, contact or project.
  • Reporting additional details about the entity.

• Image

  A logo can be uploaded, downloaded or removed from the entity.

• ERP Contact Number

  The contact number for the client in the company's enterprise resource planning system.

Address Tab

The list of addresses for the contact.

• Grid flows

  • Create Contact Address—Create an address for the contact.

Additional Report Method Tab

The list of additional report methods for the contact.

• Report Method Type

  The method of distributing reports to the client contact: Email, Print, Fax, Folder, Other.

• Details

  The details of the report distribution method.

• Device Code

  Where the Report Method Type is:

  • Email—The recipient of the emailed report, entered as an email address, to a maximum of 256 characters.
  • Print—The printer ID.
  • Fax—The fax ID.
  • Folder—The URL of the folder.
  • Other—The device details.

• Is Active

  Indicates whether the device is available in drop-down lists when selecting a category for an entity. An inactive entity cannot be selected for use.

• Description

  The description of the device. Maximum length of 400 characters.

Notes Tab

Notes associated with the client contact.

• Notes

  Notes on the contact. Rich text formatting can be used to control the appearance of the information, with basic formatting ribbon and hyperlink entry field. For example, the name of a contact can be entered in bold, the telephone number in italics, and hyperlinks can be used. The formatting is saved along with the actual content.