Contact Management Open Issues window
This topic is under construction. It may be incomplete and is subject to change.
Purpose
Use this window to view all contact records between your business and customers/staff and to search for specific contact records.
To access this window
Complete one of the following to access this window.
- On the Modules menu, point to Customer and click Contact Management.
- Use the keyboard shortcut Alt, M, C, o.
Diagram
The following thumbnail illustrates the Contact Management window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
|
Options for filtering customer contact records |
|
|
Empl |
Select the employee for whom you want to view contact records. By default, this is the employee currently logged in to AIMsi. |
|
Cust |
Select the customer for whom you want to view contact records. |
|
Type |
Select the customer type for which you want to view contact records, for example, Educators or Cash. |
|
Group |
Select the action group for which you want to view contact records. |
|
Action |
Select the action type for which you want to view contact records (this selection varies based on the action group you selected above). |
|
Date |
Enter a range (beginning and ending) of dates to search for contact records with record dates falling within that range. |
|
Act Date |
Enter a range (beginning and ending) of dates to search for contact records with action dates falling within that range. |
|
Ref# |
Enter the reference number of a specific contact record to display only that contact record. |
|
Open |
Select this check box to display only open customer contact records. |
|
Closed |
Select this check box to display only closed customer contact records. |
|
Keywords1 |
Enter up to 36 characters of key words in this box to search for contact notes containing any of those words. |
|
Keywords2 |
Enter up to 36 characters of key words in this box to search for contact notes containing any of those words. |
|
grid columns A right angle bracket (>) identifies the column currently used to sort the grid. The grid may be sorted by any column. |
|
|
Date |
The date and time the contact record was created (or, the date entered in the Date box below the Ref# box on the Contact Management (Detail) window). |
|
Ref# |
The reference number assigned to the contact record. |
|
Employee |
The user ID of the employee assigned to the contact record. |
|
Contact |
The name of the individual to contact. |
|
Action |
The action required for this contact record. |
|
Action Date |
The date action should be completed for this contact record. |
|
Acct#/Name |
The customer account number and name associated with this contact record. |
| Notes boxes | Display any initial contact and follow-up notes associated with the selected contact record. |
| Total | The total number of contact records matching your filter criteria. |
| (customer) | Displays the customer account associated with the selected contact record. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy address or phone information to the clipboard. |
Buttons
| Item | Description |
|---|---|
| Search | Click to find contact records matching your filter criteria. |
| Print Report |
Click to print the Contact Management report which includes all contact records and detail currently displayed (matching) your filter criteria. |
| Edit | Displays the Contact Management (Detail) window where you can add additional information or change the details of the selected contact record. |
| Add | Displays the Contact Management (Detail) window where you can add a new contact record. |
| Exit | Closes the window. |
