Communication

The Communication tab allows the user with the ability to manage the communication methods used for this contact in the current Project.

 

For Project Team and Site Team Members, all of the Primary, Current, and Future Address, Phone, Fax, and Email records from the Global Contact will be added to the Included in Project group. The Other Communication Methods records can be included in the project by clicking and placing a check in the Include in Project box.

 

For Site Staff, all of the Primary, Current, and Future Address, Phone, Fax, and Email records from the Global Contact will be added to the Included in Project group if they are linked to the same Institution as the Site Institution.

 

To add a communication method, either Address, Email, Fax, or Phone, to the Contact's record, click for the New Contact Detail module to open.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

 

 

Field

Description

Src

This column displays whether the record is linked to the Global Contact Institution or not.

= Linked to the Global Contact’s Institution

= Not linked

Category

This column displays whether the record is an Address, Email, Fax, or Phone record.

Type

This column displays the type of phone that was selected and is based on the type of communication vehicle. The choice may include:

  • Business

  • Business2

  • Home

  • Main Office

  • Mobile

  • Other

  • Pager

Primary

A check in this column indicates the record that is primary and will be used in reports and notifications.

Institution

This column displays the Institution that is indicated for this contact, if entered.

Country

This column displays the Country.

Value

This column displays the record, i.e. the phone number if the record is for the phone communication vehicle.

Current

A check in this column indicates if the record is still current or used by the contact.

DATE RESTRICTIONS

From Date

This column displays the date that the communication method went into effect. The default is the date that the record was added.

Thru Date

This column displays the date that the record is no longer valid. If this is not the Primary record, select or add another record in the Contact Address, Contact Email, Contact Fax, or Contact Phone module and make that record Primary. This will display the record under the Not Current category.

Comment

This column displays any comments entered in the Contact Address, Contact Email, Contact Fax, or Contact Phone module about this record.