Contact Actions Button Bar

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Contact Actions Button Bar

 

On an opened Contact instance, the following functionality is available from the ContactForm Actions button bar:

 

12contactFormActions

 

The following table provides a brief description of the functionality available for the Contact object

 

Relate Contact To

Relate this contact to the following IMS objects:

Customer

Site

Vendor

Queue

Contact

Group

Add Contract

Select from existing Contract instances to add to this contact

Create new

Create a new contact instance

Remove selected relation

Select from the lower half of the Contact window a current IMS related instance (tick box) for removal

Delete

Delete this contact altogether

Close Form

Closes the currently opened Contact form