Using ResourceManager - Contact Info - Resource
When you have an individual name highlighted on the left
side of the screen, the contact information from
ContactManager will display on the right side of the screen.
You can update any of the contact information and it will be
updated for the entire program. Note: In order to save the
change, you must click on another resource in the tree in the
left pane. In the contact information screens, you will see
the following entries:
- Contact Type - Select the contact type from the drop
down menu. Populating this field allows you to use the
contact type in a search query for your contact. By using
the query, you can save time looking for a particular
contact. The following is a list of the different contact
types allowed.
- Client
- Commercial
- Customer
- Personal
- Resource: Internal
- Resource: External
- Vendor
- Client ID - This is for the internal client ID number
for this contact. This can be either numeric, alpha or a
combination of both. This number should also be unique to
each contact in order to be used in a search query.
- SSN/TIN - Enter the Social Security number or taxpayer
identification number of this contact. A Social Security
number should be used for contacts who do not have a
Taxpayer Identification Number. By doing this here, you
will have the required information available for both
clients, vendors and others you do business with. This
information is then available for such things as 1099 input
for taxes.
- Birth Date - The birth date is needed only for those
contacts which you require this information from. These
contacts are usually personal, but can also be
clients.
- Prefix - Select the prefix of the contact from the drop
down menu.
- Name fields - Enter the first, middle (if used) and
last name of the contact. If the contact is a business name
(vendor), enter the contact persons name. The business name
will be entered in the work information tab.
- Suffix - From the drop down box, enter the suffix of
this contact if required.
- Nickname - Some contacts go by a nickname, enter that
name in this field.
- Salutation Style - Enter the style of the salutation to
be used in all correspondences to this contact. An example
of a salutation style is "Dear Sir".
- Signature - The program will fill in the signature box
with the prefix, first name, middle name, and last name.
The information in this box can be edited by clicking in
the box and entering your changes.
- Preferred method of communication - From the drop down
list select the preferred method of communication with this
contact. This allows others working on the contact's
project to communicate with the contact without offending
the contact.
- Preferred e-mail address for contact - Enter the
preferred e-mail address to send and receive documents and
related project files to and from the contact.
- Preferred address for contact - Some contacts would
prefer to have items mailed to their office while others
would prefer to have items mailed to their home residence.
This information is needed for correspondence and for
billing.
- Comments - Enter any other general comments for the
contact which others may need in order to service the
contact. Notes such as "works nights do not contact between
8am and 3pm" will keep the contact happy.
Home / Work Information Tabs
The home/work information tabs are designed to collect home
and work information about the contact. Phone numbers,
addresses, email and sometimes even time zones are different
for most contacts between their home and their work. Saving
this information is vital to project files. In addition, the
information collected in the home/work information tabs can
be used in a query to search for the contact or all contacts
with similar attributes.
Introduction
Welcome to ResourceManager