Maintaining Contacts

The Contact portal is used to display and maintain contacts.

You can access the portal from Menu, select Asset Management, then select Contact. You are brought to a query portal with options for searching. Once your record has been selected you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal's Main tab page:

  • Contact: This zone displays information about the contact.
  • Location Referencing Contact: This zone displays location information for the contact.
  • Contact Relationship: This zone displays information on all the records associated with the contact.
  • Communication Log: This zone displays a log of the contact’s communications.