Resrequest Help


	Contacts


	Capture contact details

The new contact screen (showing details required based on the type of contact selected) will open in 'New' mode

Clicking any buttons on the contact screen will first save the record and then open the respective pop-up

Before applying a relationship or a role, a contact name must be captured

Enter details as required and click the Save toolbar button to save the record

Use Tab and Shift+Tab to move between fields

Contact Details

Organisation
name

Organisation name is the name of the company/business
This is a compulsory field for the contact record
This field is displayed on 'organisation' contact records

First name/
last name

Name and surname for the contact
This field is displayed on 'individual' contact records

Title

The title for the contact
Records shown in this drop down are from the Title code table
This field is displayed on 'individual' contact records

Suffix

A suffix for the contact
Records shown in this drop down are from the Suffix code table
This field is displayed on 'individual' contact records

Telephone

A contact telephone number for the contact
The contact telephone number entered in the field is the 'default' contact telephone number
Additional contact numbers (such as other telephone/fax/contact numbers) can be allocated to the contact by clicking the address book to the right of the telephone field

The number in the address book represents the additional numbers stored for the contact

Field descriptions on the Telephone Directory
Phone type	The type of contact number (usually describes the method of contact e.g. fax, mobile) Records shown here are from the Phone Type code table The default of this field is setup on the default table

Number	The contact number e.g. 555-1243

Description	An optional free format description/note, for example: use this number after hours only

Default	This is the number displayed as the 'Telephone number' on the contact details form Only one number can be flagged as the default To change the default to a different number, select the number that will be the default and click the 'default' checkbox - the default flag will be changed from the previous number to the new number
Functions on the Telephone Directory
New	To add a new number, click the New button on the pop-up Add the details in the edit area, click the Save toolbar button Only users with Contact: Update and Management access can create and edit telephone numbers

Edit	Select a record from the list (by clicking on the record) The record will be populated in the 'edit area' Apply necessary changes and click Save or Save and Close

Save	Clicking Save will apply changes, add/update the record in the list and clear the edit area for the next record to be edited

Save and Close	Clicking Save and Close will apply changes and close the telephone directory pop-up

Delete	Select a record from the list (by clicking on the record) The record will be populated in the 'edit area' Make sure you are in Edit mode (click the Edit toolbar if you are not in edit mode) Click delete to delete the record

Exit	Exit will close the pop-up If any changes have been made and the changes have not been saved, the exit button will open the 'Save Changes' pop-up

An email address for the contact
This is a compulsory field for the internal contact who will be allocated as the 'System Administrator' - the System Administrator is setup on the default table

Web address

The contact's website address
Clicking the Internet icon to the right of this field will open the contact's website in a new web browser window
This field is displayed on 'organisation' contact records
Web addresses captured here should be displayed as: www.resrequest.com

Comms preference

The contact's preferred method of communication
Records shown here are read from the Comms Preference code table

Forward
Contact

If the contact is not available, this is the contact to whom documentation/communication can be forwarded to
To select a 'forward contact' click the 'Forward Contact' button, from the select record pop-up select a contact from the list

Once a contact has a forward contact setup, the Forward Contact button becomes a Remove Forward Contact - to remove the forward contact

Postal
address

A postal address for the contact
The country drop down displays records from the Country code table

Physical
address

The contact's physical address
The country drop down displays records from the Country code table

Linked
address

Enables address details to be shared by contacts, a contact can have an existing address linked to it
A linked address is automatically created when a relationship is applied and there is no address information already allocated to the contact
To create a linked address: click the Set Linked Address button and from the Select Record pop-up select the contact with the source address

Once a record is selected from the pop-up, the address (and telephone number) will be displayed for the current contact
The Linked Address can only be edited on the source contact record

To remove the linked address: click the Remove Linked Address button (the Select Linked Address button is changed to the Remove Linked Address when a linked address is applied)

Once all contact details have been entered, click Save on the toolbar to update the record

If you would like to close the contact record without saving, select the screen you would like to go to, the Save Changes window will open:

From the Save Changes window, select YES to save the changes and continue to take you to the selected module. Select NO to disregard changes and take you to the requested module. Select CANCEL to close the Save Changes window and return you to the document you are working with

Clicking any buttons (such as Address Book, Forward Contact, Add Link and Link Address) on the contact screen will save the record and then open the respective pop-up