Contact Information

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Contact Information

Program Navigation: Simplicity > toolbar > Credit Providers > Local Credit Providers Form > Contact Information

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oThis tab allows the user to view associated notes and contact person information.

Note

This is an example of the contact information tab

Minus18The following tabs can be accessed from the Contact information tab:

Minus18Creditor

oThis tab allows the user to view associated notes and to insert/edit contact information and addresses.

Creditor

This is an example of the creditor tab

Minus18The following tabs can be accessed on the creditor tab:

Minus18Telephone

oThis tab allows the user to insert the contact details for the Creditor

 

CreditorTelephone

This is an example of the telephone browse

 

Minus18Addresses

oThis browse allows the user to insert one or more addresses for the Creditor.

 

CreditorAddresses

This is an example of the Addresses browse

Minus18The following fields can be found in the addresses

·Address type:

oThis field allows the user to select the type of address to be inserted for the Creditor (e.g. Street or Postal).

 

·Address:

oThis field allows the user to insert the address details of the

 

 

 

Minus18Email List

oThis browse allows the user to insert one or more emails for the Creditor.

 

CreditorAddresses

This is an example of the Addresses browse

Minus18The following fields can be found in the addresses

·Document type:

oThis field allows the user to select the type of document to be inserted for the Creditor (e.g. Street or Postal).

 

·Email Type:

oThis field allows the user to select the email type

 

·Email Address:

oThis field allows the user to insert the email address details.

 

 

Minus18Additional Contact Persons

oThis browse allows the user to insert contact person details.

oAll contact persons inserted here will be available to email when emailing debt counsel reports

 

ContactPersonsLC

Minus18Contact Persons Form

oThis browse allows the user to view the details of the contact person.

oThe contact person's details can be inserted on a separate browse in the Credit Providers browse.

EmployersForm2

This is an example of the Contact Persons form

Minus18The following tabs can be accessed from the contact persons form:

·Job Description:

oThis field allows the user to insert the job description of the contact person.

 

·Department:

oThis field allows the user to insert the department where the contact persons works.

 

·Title:

oThis field allows the user to insert the Contact Person's title

 

·Name:

oThis field allows the user to insert the name of the contact person.

 

·Email:

oThis field allows the user to insert the email address of the contact person.

 

·Preferred communication method:

oThis field allows the user to select a preferred communication that the contact person wants to be contacted by. (e.g. Cell or Fax).