Contacts tab | |
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. |
Retired | Indicates whether the contact is active or retired. |
Title | Free-form text field used to record the contact's title. An entry of up to 30 alphanumeric characters is supported. |
Alias | Free-form text field used to record an alternate name, such as a nickname. An entry of up to 30 alphanumeric characters is supported. |
Name | Free-form text field used to record the contact's name. An entry of up to 30 alphanumeric characters is supported. |
Default | Indicates whether the contact is the default contact for the company. |
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. |
Comment | Free-form text regarding the contact. |
Phone / Ext | Area code, primary telephone number, and extension by which the contact can be reached. Note: When entering a phone number, do not enter dashes or spaces. The system will format the field correctly. |
2nd Phone / Ext | Area code, secondary telephone number, and extension by which the contact can be reached. |
Cell | Contact's cell phone number. |
Fax | Contact's fax number. |
Email Address | E-mail address to which online correspondence should be sent. |
Physical Address City / St / Zip | Contact's geographic address, city, state/province, and ZIP/postal code. |
Mailing Address City / St / Zip | Address, city, state/province, and ZIP/postal code to which mailed items must be delivered. |
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. |