59.5.18.2 Contacts

The Contacts section allows the configuration of the relationship between persons and companies, depending on whether the current entry is related to either a company or a person:

Company - If the current record is a company, it will be possible to add its related persons (e.g. employees, account executives, supervisors, directors, etc).

Person - If the current record is a person, it will be possible to edit its roles in a  company (e.g. employee, account executive, supervisor, director, etc).

As shown below, the contact's interface is mainly divided into the following two areas:
contact's_interface
here is a company (e.g. Devils agency) with various contacts (e.g. Eretxun, Smith, Lopez, etc).

List of contacts                        

The list of contacts displays either the contacts associated with the current company or the roles played by the current person.

To add a new contact, just click on the right panel, select the [Add] function and specify its company (e.g. advertising agency) and role (e.g. Account Executive); the start date of the new role will be automatically set to the current date.

The list of contacts allows the contacts to loan tapes (from the Tape Loan application) on behalf of the current company.

 The contact's interface is mainly divided into the following two areas:

Contact data                                

View and define all the information related to the associated contact and its roles with the company. Contact's data is managed across the following tabs:

Information - Display all the relevant data retrieved for the selected contact (i.e. Code, Name and Surname, Address, City, Email, etc.). The only field editable from this tab is the notes field.

Career - Display all the roles currently assigned to the contact in question.

Career information can be modified only from the personal data of the contact to which it is related; the following functions will be available when right-clicking:

•New: Adds a new role (from the available roles) for the current person within a selected company, specifying the date the role starts.

•Edit: Allows changing the Role, Company, Start/End Dates and Notes of the current career.

•End job position: Set the current career as concluded by setting its End Date to today.

•Delete: Set the current career as concluded (end job position) and remove the contact from the company's person list.