Contact Phone Types

This Help File Page was last Modified on 01/31/2020

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Contact Phone Types

This Help File Page was last Modified on 01/31/2020

Contract Phone Types are specific categories of Contacts which are used to identify the type of Phone for an existing Contact within MKMS.

Create or Modify Contract Phone Types, access the Contract Phone Types Form:

1)From the Quick Access Menu, Select Maintenance and Choose the General Maintenance option

2)Once that (General) Maintenance Menu is displayed, Select the Miscellaneous sub-menu then Choose Contact Phone Types to view the Contact Phone Types Form shown below:

 

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Contact Phone Types Form

 

This Contact Phone Types Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

Navigation Menu - The Navigation Menu is located at the top of the Contact Phone Types

 

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This Navigation Menu provides the normal Record Movement, plus Add, Delete, Cancel, Save, Refresh, and List options.

 

Record Editing View - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Contact Phone Types Form.

 

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Contact Phone Types Form - Record Editing View

 

To define a Contact Phone Type which will be used to categorize the type of Phone for an existing Contact within MKMS:

Click the Add HelpFilesNavigationMenuNewIcon to start a Contact Phone Type entry in the Record Editing View.

Phone Type ID - Enter a very brief description for this Contact Phone Type

Active - Check this box to indicate that this Contact Phone Type is being (will still be) used.

Description - Enter a full Description of this of the Contact Phone Type.

oThe Description may up to 30 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks. 

Click the HelpFilesNavigationMenuSaveIcon to record this Contact Phone Type.

HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a List option which provides a tabular view of these Contact Phone Type records.

 

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Contact Phone Types Form - List View

 

Click the List Icon to display the associated Grid Data.

The columns of Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.

 

HelpFilesGridFind&ClearOptions

 

Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option

 

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Navigation Menu shown with the List Options for Export & Print

 

Click the List Icon again to Close the List View and return to the Record Editing View.

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.