Contact Maintenance

Users of QAD CSS have the ability to view company contact information by clicking the Contacts button on the QAD CSS menu bar. The contact lists shown are personalized for each customer. Contact Maintenance lets administrators set up company contacts and cross-reference them to any number of customers so they display in the user’s contacts list. Contacts that are not associated with a customer do not display in any contacts list.

You can set up default contacts available to all users of the site, as well as personalized contact lists.

Contacts List

The menu location of Contact Maintenance is Home Menu|Administration Menu|Contact Maintenance.

Clicking the Contact Maintenance menu option displays the screen in Contact Maintenance.

Contact Maintenance

Contact Maintenance Navigation summarizes the contents of the Contact Maintenance navigation screen.

Contact Maintenance Navigation

 

Column	Search	Search Type	Sort	Description	Link
Contact Number	Y	Equal	Y	The unique identifier for a company contact.	Y
First Name	Y	Contains	Y	First name of the company contact.	N
Last Name	Y	Contains	Y	Last name of the company contact.	N
Type	Y	Equal	Y	Unique identifier used to group contacts by type.	N
Title	N	n/a	N	Job title for the company contact.	N
Cross Ref	N	n/a	N	Hyperlink to the Contact Cross-Reference Maintenance function.	Y

Related QAD CSS functions:

•	Contact Cross-Reference Maintenance

Adding a Contact Entry

The Add function of Contact Maintenance lets an administrator add details about specific end-user contacts associated with a customer. The following information is required to complete this process:

•	The contact name, contact type, e-mail, number, and address to be associated with this record

To create a new entry:

1	Click Add in the navigation window to display the edit screen in Add mode.

2	Enter data into the appropriate fields.

3	Click Add in the edit window to save the record.

Detail Contact Maintenance

Number

A unique identifier for this contact is assigned automatically by QAD CSS when the record is added to the database.

Type

The contact type used to group contacts in a meaningful way, such as Sales or Support. Contacts are sorted by type in the contacts list.

Note: This value is not validated, so make sure you plan your contact types and enter them consistently.

First Name

The contact’s first name.

Last Name

The contact’s last name.

Title

Job title for this contact.

Company

Name of company where this contact works.

Phone 1

Complete telephone listing including country and area codes.

Phone 2

Alternate telephone listing including country and area codes.

Fax

The contact’s fax number.

E-Mail

The preferred e-mail address for this contact. QAD CSS uses this address when sending an associated e‑mail event.

Image File

Relative path to an image file for this contact. This image will display next to the contact name when the contact list is displayed.

Comments

Additional information regarding this contact.

Address line 1–3

Address line entries.

City

City name of this address record.

State

State abbreviation code of this address record.

Zip

Zip (postal) code of this address record.

Country

Country name of this address record. This field displays a selection list of country codes defined in QAD EA.

Clicking a command button executes one of the following actions:

•	Add saves the new record to the database. All required fields—indicated by alternate field color—must be populated prior to saving a record. Before saving, the system verifies that the record is unique and displays an error if it is not.

•	Cancel closes the window without adding the record.

Modifying a Contact Entry

The Modify function of Contact Maintenance lets an administrator modify existing address entries. Requirements for adding a record are the same as for editing a record.

To modify an entry:

1	Display the record to modify.

2	Click the Contact Number link in the row of the record to be modified. Clicking the link displays the edit screen.

3	Enter data into the appropriate fields. Fields that do not allow change are indicated by a second alternate color.

4	Click Save to commit the changes.

Contact Cross-Reference

While in Contact Maintenance, you can click a View link to display cross-references corresponding to the contact row.

Viewing Contact Cross-References Through Contact Maintenance

Clicking a View link in Contact Maintenance displays cross-reference details shown in the screen in Contact Cross‑Reference Maintenance.

Contact Cross‑Reference Maintenance

Note: Contact Cross-Reference can also be accessed directly from the Administration menu. See the next section for a description.