Etere Personal Data is a very useful tool for managing your business contacts; it allows you to record all data related to the connections involved in the system workflow (e.g. production, sales, invoicing) into contact cards classified as companies, persons, locations, equipment and users.
Information managed under this module is available across the entire system, for example, in Etere Scheduling, Air Sales, BMS, etc. This centralized database will help you keep key information (e.g. emails, accounts, taxes, etc.) in one place accessible to all the station departments which require it (e.g. commercial planning, accounting), thus ensuring you a more efficient and organized workflow.
Which contact types are supported?
Etere supports up to five different types of contacts within its database, categorized according to their specific nature and functions, as shown below:
Type: Company
Description: Juristic persons (e.g. agencies, customers, suppliers, etc.) form part of the contacts database.
Creation: manual
Type: Person
Description: Natural persons (e.g., executives, account executives, etc.) form part of the contacts database.
Creation: manual
Type: Location
Description: Places (e.g. studios, cities, buildings, etc) on which specific tasks are performed.
Creation: manual
Type: Equipment
Description: Material (e.g. cameras, cars, tapes, etc.) managed by the station to carry out specific tasks.
Creation: manual
Type: Users
Description: Entries are automatically created when an operator (e.g. Scheduling17, AirSales03, Ingest05, et. c) accesses Etereforn for the first time. The completed code will be the same as the authentication username for accessing Etere (i.e. MS Windows Active Directory or MS SQL Server).
Creation: Automatic
Each contact card consists of primary fields (e.g. Code, Company Name, Country, City, etc) and detailed fields (e.g. Invoicing data, Banks, Contacts, Web Rights), the latter enabled according to the type of contact.
Available functions
Once you have accessed the Personal Data module (see figure above), you will be able to use the following functions located in the toolbar:
New - Create a new entry for a company, person, location or equipment.
Save - Save all changes performed on the tab.
Undo - As its name indicates, this function undoes the last modifications performed.
Delete - Delete the current entry; this deletion is PERMANENT.
Help - Shown the mouse pointer for accessing the contextual menu.
Tools
Refer to the "Available Tools" chapter for information on the functions provided and the Personal Data module for enterprise management of contacts.