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Contact Mail Types

This Help File Page was last Modified on 09/30/2023

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❑Contact Mail Types are specific categories of Contacts which are used to categorize the type Email or URL for an existing Contact within MKMS.

•To Create or Modify Contract Mail Types, access the Contract Mail 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 Mail Types to view the Contact Mail Types Form shown below:

 

HelpFilesContactMailTypes

Contact Mail Types Form

 

✓This Contact Mail 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 Mail Types

 

HelpFilesNavigationBar-Generic

✓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 Mail Types Form.

 

HelpFilesContactMailTypes-RecordEditingView

Contact Mail Types Form - Record Editing View

 

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

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

▪Mail Type ID - Enter a very brief description for this Contact Mail Type

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

▪Description - Enter a full Description of this of the Contact Mail 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 Mail Type.

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

 

HelpFilesContactMailTypes-ListView

Contact Mail 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.

 

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

 

HelpFilesListViewRibbonMenu-SpecialIcons

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.