Modules - Contacts

Select the Modules icon to set preferences for each module. There is one screen for each of the five modules. Access the module screens by clicking on the module name in the module tray.

Default Search Field

To help make searching easier, pre-set the module's search parameter with the most commonly used search field. In the Default Search Field simply select the desired field in which to search by from the drop-down list. Close the Preferences Screen and the default selection will save. Open the desired module and note the Default Search Field now appears just below the Search field window. Users may exchange the default search parameter for any desired search field parameter directly in the module's Search field when needed.

Home Country

Define the country that is home to your database. This option synchs with Contact Labels, and if an address incorporating the Home Country is entered on a Contact record, the country will NOT appear on the mailing label.

1. For Mac users select Artsystems Pro> Preferences from the menu, for Windows users select Edit> Preferences from the menu.
2. Click Modules>Contacts.
3. Select the appropriate Home Country from the drop-down menu.
4. Continue setting options or close the Preferences Screen to save the selection.

Contact Statistics

Click the radio button to select which statistic option will appear first when clicking on the Statistics Screen in Contacts: Work History, Work Movement, Payments Received, Outstanding Works, Payments Made, or Collection.

User Fields

The Contact Phone Fields and User Fields are user-defined fields noting important information about the contact. There are 6 Phone Fields and 6 User Fields available on the Contacts Detail Screen. In Preferences, define the User Fields with a caption so that data is entered consistently.

NOTE: The first 6 Phone Fields appear in New Contact and New Transaction wizards. Use these fields for primary information and email addresses for easy on the fly data entry.

1. For Mac users select Artsystems Pro> Preferences from the menu, for Windows users select Edit> Preferences from the menu.
2. Click Modules>Contacts.
3. Notice the User Fields box is separated into two columns: the User Field column (left) and the Caption column (right). The User Field column indicates the system-assigned field name, and the Caption column indicates the editable label assigned to the field.
4. To re-caption a User Field, click in the Caption column (right) and enter the new name for the field.
5. Make the corresponding changes on any or all the User Fields.
6. When one or more fields have been re-defined, close the Preferences Screen to save the selection.
   
   

• see also Contacts>Contacts Screen
• see also Contacts>Entering A New Contact Record

E-mail Field

Verify the User Field which is captioned for E-mail. This option will facilitate sending e-mail from the Contacts Module. If you send to multiple e-mail addresses, enter all of them into the designated E-mail field separated by a semi-colon on the Contact record.

• see also Preferences>Advanced>E-mail Settings 

Contact Label Locked

The Contact Label Locked option can be activated to disable adjustments in Contact>Details on a local machine or for the full database.

• With Security enabled only the Admin Group can check Local or Global (and display Modules in general).
• If Security is disabled, Global is disabled and each machine/profile can control Local locking.
• With Security enabled, the Admin can assign a "Global lock" to lock the Contact Label for all User/Groups.
• With Security enabled, the Admin can "uncheck" the Local Lock on individual machine/profiles, allowing the individual machine/profile to "unlock" the Contact Label (on the Detail window).

Allow UK 8 Line Address

Select this option to format local UK addresses with up to eight lines of text.

NOTE: The map for the address formats:

US

[Name]

[Institution]

[Address1]

[Address2]

[City], [StateProv] [PostalCode]

[Country]

UK

[Name]

[Institution]

[Address1]

[Address2]

[City] [PostalCode]

[Country]

UK with 8 Line Adress Option Checked in Preferences

[Name]

[Institution]

[Address1]

[Address2]

[City]

[StatProv]

[PostalCode]

[Country]

Asia

[Name]

[Institution]

[Address1]

[Address2]

[City] [PostalCode]

[Country]

Japan

[Name]

[Institution]

[Address1]

[Address2]

[City]

[PostalCode] [Country]

Europe

[Name]

[Institution]

[Address1]

[Address2]

[PostalCode] [City]

[Country]