Contact Relation Types

This Help File Page was last Modified on 01/27/2024

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Contact Relation Types

This Help File Page was last Modified on 01/27/2024

Contract Relation Types are specific categories of Contacts which are used to identify the related Company department, responsibilities, and/or person of/for a Contact within MKMS.

Create or Modify Contract Relation Types, access the Contract Relation 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 Relation Types to view the Contact Relation Types Form shown below:



Contact Relation Types Form


This Contact Relation 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 Relation Types



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 Relation Types Form.



Contact Relation Types Form - Record Editing View


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

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

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

Active - Check this box to indicate that this Contact Relation Type may be used to describe a Contact.

Description - Enter a Description of this Contact Relation 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 Relation Type.

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



Contact Relation Types Form - List View


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




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



Navigation Menu shown with the Icons for List, Export and Print

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


HelpFilesListViewRibbonMenu-ExportIconExport Icon - Click the Export Icon to create (one of there types of) a spreadsheet compatible file containing the Grid Data as it is currently organized and filtered.


HelpFilesListViewRibbonMenu-PrintIconPrint - Click the Print Icon to display the Print Preview Form from which a custom report may be designed and "printed" as an Adobe® PDF File.


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