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Contact Relation Types

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

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❑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:

 

HelpFilesContactRelationTypes

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

 

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 Relation Types Form.

 

HelpFilesContactRelationTypes-RecordEditingView

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.

 

HelpFilesContactRelationTypes-ListView

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.

 

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.