Maintain client contacts

To search for contacts associated with the client:

  1. Use the Maintain clients activity to update the client and display the ClientEdit Form.
  2. Select the Details tab and select the Contacts node in the Folder Items list.

To create a contact:

  1. Click New to display the AddNew form.
  2. Enter the New code.
  3. Click OK to create the contact and open the ClientContactEdit Form to update the contact details, as required, or click Cancel to not proceed.

To review a contact:

  1. Double-click a Contact Code to open the ClientContactEdit Form.

To update a contact:

  1. Double-click a Contact Code to open the ClientContactEdit Form.
  2. Enter the Contact name, Contact title and Department.
  3. Click ... to locate and upload a Picture file for the contact.
  4. Enter the Email address, Telephone and Fax details.
  5. Click ... to locate and upload a Notes file for the contact.
  6. Where the contact has an address that is different to the client's address, check the Use contact's address check box to enable the address fields for entry, then enter the Address, State, Country and Postcode details.

To add a carbon copy for a contact, so that the carbon copy client contact receives a copy of certificate reports and/or data files when they are created for the contact:

  1. In the Carbon copy panel, click Add to open the ClientContactCC Form.
  2. Select the Client code. For client lookup, enter a ring in the field that matches one or more client codes, using the percent sign (%) as a wildcard, and click the F2 function key to open the client lookup form to display matching client codes from all laboratories, including clients that are disabled, and double-click the required client code.
  3. Select the contact from the list of Contacts associated with the client.
  4. Enter the number of CC report copies and/or CC datafile copies.
  5. Click OK to close the form and create the carbon copy, or click Cancel to not proceed.

To delete a carbon copy for a contact:

  1. In the Carbon copy panel, select the carbon copy and click Delete to delete the carbon copy.

To modify a carbon copy for a contact:

  1. In the Carbon copy panel, select the carbon copy and click Modify to the ClientContactCC Form.
  2. Update as required
  3. Click OK to close the form to update the carbon copy, or click Cancel to not proceed

To deactivate the contact in the system:

  1. Check the Disabled check box.

To enter custom details for a contact:

  1. Where the LIMS is configured to allow for the entry of custom details for the client contact, click User screen in the main menu to open the custom form to update the custom details, as required.

To delete a contact:

  1. Click Delete.