External Parties, Addresses and Contact Methods
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This page enables you to hold details of addresses, contact methods and other contacts.

External Parties, Contacts

Addresses and Contact Methods

Right mouse click to add or removed columns as required.

ColumnDescription
DrilldownClick Drill Down Button to drilldown to the details of the Contact Method.
Address ValidatedThis column displays a checkbox Checkbox unticked that will show as ticked if the address has been validated.
Address Validated IconThis column has no heading but displays an icon OK Icon indicating whether the address has been validated.
Contact MethodA short description of the contact method.
Contact Method IconThis column has no heading but displays the Contact Method icon, for example, Home, Contact Method, Mobile and Contact Method, Email.
Contact Method IdDisplays the Contact Method Id, for example, AD for Address.
DetailsDetails of the Address or contact method.
DurationDuration that the contact method is valid for, e.g. length of time the Client resided at an address.
FlagsA series of icons indicating properties of the contact method, e.g. whether it is a delivery and/or postal address or whether it is a phone number that can receive SMS messages.
Not Current IconThis column has no heading, but displays a Warning Icon Current Only, Warning to show that the Contact method is no longer current.
NotesAdditional notes/information required for this contact method.
StartThe Date the contact method is valid from.
StatusThis is an Information List that can contain a list of Statuses that you choose to add.
This list is defined by the AddressStatus Information List.
StopDate the contact method is valid to.

Button Strip

IconDescription
Add Item Button
Add address or contact method
Row Delete Button
Remove the selected rows
Grid Row Up Button
Move the current row up (Ctrl+Up)
Grid Row Down Button
Move the current row up (Ctrl+Down)
Changed Button ChangedUpdate address or contact method from the current item, e.g. if the External Party has changed address.
Locate Address
Display a map for the currently selected address
Current Only
Display only the current contact methods i.e. those that have not expired
PreviewPane
To show/hide the preview pane window
Save Default Button
Save defaults for this grid

Preview Pane

The Preview Pane displays details of the currently selected item in the grid. The information displayed varies depending on the type of contact method.

Some contact methods may provide links which are used to send an Email or SMS Messages.