New/Edit Contact - Properties tab
Use the table below for reference when completing the fields in this screen.
Fields |
Descriptions |
---|---|
Contact name |
Click the drop-down arrow to edit the contact name using the Contact Name Detail window. |
Status |
Select either an Active or Inactive status for this contact. |
Title |
Enter the contact's job title and any notes in these optional fields. |
Remarks | |
Attributes |
Click to open the Build Contact Attributes List and define attributes for the contact. Highlight an Attribute in the All Contact Attributes column on the left, and click Select to add it to the current contact's attributes. You can add and delete the contact attributes in Contact Attribute File Maintenance. Note:
Spectrum allows you to delete attributes assigned to
contacts. If you Deselect a deleted attribute in the right box, it will
not display in the left box.
|
|
Enter or change the contact's email address. Click the email icon to open a message addressed to this contact. Click More to enter up to two additional email addresses. |
Authorized/Not authorized to access Spectrum |
Contacts have access to Spectrum if they have an assigned operator code, which displays to the right. If contacts do not have an assigned operator code, they do not have access to Spectrum. |
Default as a job contact on contracts / subcontracts? |
Select to add this contact to the Job Contact List in Accounts Payable Subcontracts or Accounts Receivable Contract entry. |
Telephone |
The list box displays the contact's phone information. The green check mark indicates the primary phone. You can add a new phone number, edit, delete, or set a primary contact. |