Details Tab – Contacts Module
The Details tab displays key information about the contact.
The following fields are displayed on the Contact Details page:
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ID / Name / Initials — Identifying fields for the contact. The Contact ID field is used to uniquely identify the contact. Contact initial plus last name is a common convention used for the Contact ID field.
Labor resources, crafts, requesters, and contacts are all maintained in the same file / table. IDs must be unique across all four modules. For example, a labor resource and contact cannot have the same ID.
The Name field contains the complete contact name and does not need to be unique. The initials field can be used to maintain the initials of the contact.
The Contact ID and Name are both displayed in the Contact module Results.
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Repair Center — The repair center to which this contact is associated, if applicable.
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Comments — A field that can be used to enter additional comments about the record. The View / Edit Text button
at the top-right of the field can be used to open a larger editing area.
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Status — A check box used to specify if the contact is active. Clear the check box if the contact is inactive to ensure that it does not show up in Contact lookups or filters. The contact continues to be available in the Contact module list.