Shared Optional Tab: Contacts

The Contacts Tab is used to view contacts related to the parent entity record.
Contact relationships can also be Added, Changed and Deleted along with it's parent record.

Mandatory Prerequisites

Prior to creating a Contact Relationship with the parent entity, refer to the following Topics:

Screenshot and Field Descriptions: Contacts Tab

Contact Relationships table: this contains rows of individual Contacts and their Relationships with the parent entity.

Select a row to enable the Application tool-bar push button: GoTo> Contact button and Application tool-bar push button: CRM Communication Push-Buttons.
Double click a row to populate the fields below the table for editing.

The values in the following fields can be Added, Changed and Deleted using the Maintenance Push-Buttons (Right Hand Side).

Contact: this is the primary identifier for the Contact.

Relationship: this is the Relationship the Contact has with the parent entity.

From: this is the start date of the Relationship

To: this is the optional end date of the Relationship.

Active: tick this check box to nominate that this Contact Relationship is active.