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Organisation contacts Cuba Process Help 277-30010700

This page contains the processes to create, view, update and delete contacts for an organisation.

On this page:

Create an organisation contact record

View an organisation contact's details

Update a record for a contact within an organisation

Delete a record for a contact within an organisation

Create an organisation contact record

Table 1

Step	Action
1	Start point - Create a new contact + Read more ... Start point: Organisation Contacts window
2	Create the new contact record + Read more ... Select , or select the File menu and then New, to begin recording the new contact's details.
3	Enter the contact details + Read more ... In the Contact Details group box: key the position the contact has within the organisation in the Position field. This is a mandatory field select the relevant title from the Title drop down list key the contacts First Name, Other Given, and Surnames in the relevant fields. The First Name is a mandatory field key the Phone, Mobile and Fax numbers in the relevant fields key the E-mail address for the employer in the relevant field in the Mail to be directed group box, select the appropriate radio button for the contact to receive the specified mail in the Legal Contacts group box, select the appropriate radio button for the contact to receive the specified mail
4	Save the contact's record + Read more ... Select to save the record Select to return to the Organisation window
5	Document the details + Read more ... From the Organisation window: select the Go menu select Organisation Detail to open the Organisation Detail window select and create a note See Documenting Child Support information for more information.

View an organisation contact's details

Table 2

Step	Action
1	Start point - View a contact + Read more ... Start point: Organisation Contacts window
2	View a contact + Read more ... Select a record in the Details list box. The contact’s details will be displayed in the Contact Details group box. Note: if the button is enabled on initial access to the Organisation Contacts window, this means that there are more records that can initially be displayed. Select to view more records. Alternatively go to the next step to find a specific contact.
3	Find a specific contact + Read more ... To locate a specific contact: select . This opens the Organisation Contacts Find dialogue box key the surname of the contact in the Surname field Note: wild card(s) () can be used if the whole surname is not known key a range to search in the Effective Date* and To fields select the Find button. This returns staff to the Organisation Contacts window, with the results of the search displayed in the Details list box select the record in the Details list box to view the contacts details in the Contact Details group box

Update a record for a contact within an organisation

Table 3

Step	Action
1	Start point - Update a contact's details + Read more ... Start point: Organisation Contacts window
2	Update a contact's record + Read more ... Select the relevant record in the Details List box. This will display the details of the contact in the Contact Details group box Note: use the button to view more records, or go to Find a specific contact if unable to locate the contact record in the List box. To change: the position, overtype the position the contact has within the organisation in the Position field the title, select the relevant title from the Title drop down list the contact name, overtype the contacts First Name, Other Given, and Surnames in the relevant fields. The First Name is a mandatory field the contact numbers, overtype the Phone, Mobile and Fax numbers in the relevant fields the E-mail address, overtype the address for the employer in the E-mail field where the mail is directed, select the relevant radio button for the contact to receive the specified mail in the Mail to be directed group box the legal contact mail, select the relevant radio button for the contact to receive the specified mail in the Legal Contacts group box
3	Save the updated record + Read more ... Select to save the record Select to return to the Organisation window
4	Document the details + Read more ... From the Organisation window: select the Go menu select Organisation Detail to open the Organisation Detail window select and create a note See Documenting Child Support information for more information.

Delete a record for a contact within an organisation

Table 4

Step	Action
1	Start point - Delete a contact + Read more ... Start point: Organisation Contacts window
2	Delete an organisation contact’s record + Read more ... Note: only a current record can be deleted. Select the relevant record in the List box. Use the Get More button to view more records, or go to Find a specific contact if unable to locate the contact record in the List box Select the File menu, and then Delete Select the Yes button in the confirmation dialogue box. The record will be end dated with the current date Select to return to the Organisation window
3	Document the details + Read more ... From the Organisation window: select the Go menu select Organisation Detail to open the Organisation Detail window select and create a note See Documenting Child Support information for more information.