at the far left of the record. The system collapses the record, as shown here:
Type | Identifies the type of contact record you are creating. Clicking in the field displays a drop-down list of options. Select the appropriate type: • Standard Contact Identifies the contact record as a general contact, i.e., not for use by TMWSuite’s EDI or Imaging add-on modules. • EDI/Imaging Email Identifies the contact record as available for use by TMWSuite’s EDI or Imaging add-on modules. When this option is selected, you can record an e-mail address for the contact. Phone number fields are not accessible. • EDI/Imaging Fax Identifies the contact record as available for use by TMWSuite’s EDI or Imaging add-on modules. When this option is selected, you can provide a fax number for the contact. Other phone number fields are not accessible. Note: These options are system code entries in the CmpContactType label. |
Default | There can be only one default, i.e., primary, contact for a company. When you add the first contact, the system automatically selects the Default check box for it. If the first contact is not the primary, select the Default check box for the person who is the primary contact. Later, when an activity is created for the company on the Activity Details window, the system will automatically default the primary contact's information in the Contact, Phone, Ext, and E-mail fields. Note: If the Default check box is not selected for any contact, the system shows a red warning indicator below the check box for each contact.  |
Title | Free-form text field used to record the contact's title. The system saves a maximum of 30 alphanumeric characters. |
Name | Free-form text field used to record the contact's name. The system saves a maximum of 30 alphanumeric characters. |
Alias | Contact's alternate name. Note: This field is not available on the Company Contacts window in core TMWSuite applications. |
Phone | Primary telephone number by which the contact can be reached. |
Ext. | Extension number for the contact's primary phone number. |
2nd Phone | Alternate telephone number by which the contact can be reached. |
2nd Ext. | Extension number for the contact's secondary phone number. |
Email | Contact's e-mail address. Note: If you want, you can set up the system to require that an e-mail address must be recorded for a contact. For more information, see the Requiring an e-mail address when saving a contact record section. |
Cell | Contact's cell phone number. |
Fax | Contact's fax number. |
Physical Address, City, St, Zip | Contact's geographic address, city, state/province, and ZIP/postal code. Note: This field is not available on the Company Contacts window in core TMWSuite applications. |
Mailing Address, City, St, Zip | Address, city, state/province, and ZIP/postal code to which mailed items must be delivered. Note: This field is not available on the Company Contacts window in core TMWSuite applications. |
Booking | Select the CSR who typically works with the contact. Note: This field is not available on the Company Contacts window in core TMWSuite applications. |
Comment | Enter free-form text about the contact. Note: This field is not available on the Company Contacts window in core TMWSuite applications. |
EDI Active | Applies if the type is EDI/Imaging Email or EDI/Imaging Fax. • If the contact information is to be used by the EDI add-on module, select the check box. • If the contact information is to be used by the Imaging add-on module, clear the check box. |
Retired | Applicable when a person is no longer a contact for your company. Note: This field is not available on the Company Contacts window in core TMWSuite applications. |
Updated By | TMWSuite ID of the person who last updated the contact's information. |
Update Date | Date/time when the contact's information was last updated. |
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