Contact Relation Types

This Help File Page was last Modified on 06/01/2020

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Contact Relation Types

This Help File Page was last Modified on 06/01/2020

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:

 

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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

 

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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 Relation Types Form.

 

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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.

 

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Contact Relation 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.