Entering Organization Contact Data
This section lists prerequisites and discusses how to:
View the organization's contact summary data.
Identify the organization's contacts data.
Identify the preferred contact.
Before entering or updating organization contact data, you must enter the organization department data.
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Contact Summary |
ORG_CNTC_EFFSUM |
Click the Contacts button on the Organization Table page. |
View a summary of the contact data. |
|
Contact Detail |
ORG_CONTACTS |
Click the Contact Details link on the Contact Summary page. |
Specify the contact for the organization. |
|
Addresses |
ADDRESSES_89 |
Click the Addresses link on the Contact Detail page. |
View or modify the list of addresses for the contact. |
|
Contact Type Preferred |
SCC_ORGCNTC_PRI |
Click the Contact Type Preferred button on the Organization Table page.
|
Enter the organization's preferred contact. |
Access the Contact Summary page (click the Contacts button on the Organization Table page).
Image: Contact Summary page
This example illustrates the fields and controls on the Contact Summary page. You can find definitions for the fields and controls later on this page.
This page lists the contacts for the organization and is used to access the Contacts Detail page where you enter contact data.
Access the Contact Detail page (click the Contact Details link on the Contact Summary page).
Image: Contact Detail page (1 of 2)
This example illustrates the fields and controls on the Contact Detail page (1 of 2). You can find definitions for the fields and controls later on this page.
Image: Contact Detail page (2 of 2)
This example illustrates the fields and controls on the Contact Detail page (2 of 2). You can find definitions for the fields and controls later on this page.
Contact
|
Field or Control |
Definition |
|---|---|
| Contact |
Displays the number of this contact in the list of contacts for this organization. The system automatically assigns the next sequential number to each contact that you add. |
Contact History
|
Field or Control |
Definition |
|---|---|
| ID |
Enter the ID of this contact person, if the person exists in your database. |
| Contact Name |
Enter the name of this contact person. If the person is in your database, the system automatically displays the person's name when you select the ID. If the person is not in your database, you must enter the name manually. |
| Contact Type |
Enter the type of contact (for example, Teacher, Principal, Guidance Counselor, or Primary Contact) from the Contact Type Table page. Values for this field are delivered with the system as translate values. You can modify these translate values. |
| Add Department |
Click to access the Department Detail page to add the department for this contact. |
Contact Address
|
Field or Control |
Definition |
|---|---|
| Department |
Select to indicate that a department address should be used as the address for the contact. |
| Location |
Select to indicate that a location should be used as the address for this contact and enter the location. |
| Address Type |
If the contact is one that has an ID in the system and this ID has one or many addresses, the user can then select an available address type (Business, Home, and so on) for this ID and it should be used as the address for this contact. |
| None |
Select to indicate that no address is specified for this contact. |
| Add Location |
Click to access the Location Detail page to add a location for this contact. |
If you select the Location or Address Type option you must also specify which location or address type to use.
Click the Refresh icon to display the address data associated with the option that you select.
If the contact has an ID in the system, the Addresses link displays. Click to access the Addresses page where you can add a new address for this ID which is used as the contact address.
Electronic Addresses
|
Field or Control |
Definition |
|---|---|
| Email ID |
Enter the email address for this contact in the organization. |
Contact Phones
|
Field or Control |
Definition |
|---|---|
| Phone Type |
Enter the type of phone for this contact. Values for this field are delivered with the system as translate values. You can modify these translate values. |
| Prefix |
Enter the country code that precedes the phone number. |
| Phone |
Enter the phone number for this contact. |
| Extension |
Enter the phone extension at which the contact can be contacted. |
| Preferred |
Select to indicate that this phone number is the preferred phone number for this contact. |
Access the Contact Type Preferred page (click the Contact Type Preferred button on the Organization Table page).
Image: Contact Type Preferred page
This example illustrates the fields and controls on the Contact Type Preferred page. You can find definitions for the fields and controls later on this page.
If the individual is the preferred contact for this contact type, enter the individual's specific contact number in the Contact field. Contact numbers are assigned by the system on the Contact Summary page. Active contacts must be available for the specified contact type to identify it as a preferred contact.