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 an 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. Make sure that all required fields—indicated by alternate field color—are populated before you save 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 to display 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.
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.
