On initial entry to the Contact Types node, any existing records will display.
(continued from Language Translations)
Contact Types allow the separation of Agent and Supplier contacts by category. A supplier could have different contacts for reservations, accounts, sales etc.—an agent different consultants as well as accounts, sales, management etc. Contact types can be set up to reflect this and then names and contact details entered for the different contacts.
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On initial entry to the Contact Types node, any existing records will display. |
Screen Shot 130: Contact Types Scroll
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The column headings at the top of the scroll are the only column headings available in this screen. |
To modify an existing Contact description, highlight the row and double click.
To delete an existing Contact Type, highlight the row and click the Delete button in the button bar.
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The Code field cannot be changed. Contact Types cannot be deleted if they have been applied against Agents or Suppliers in the Phonebook. |
To create a new Contact Type, click the Insert button in the button bar.
Screen Shot 131: Contact Type Dialogue
Code (2 Chars)
A code for the Contact Type
Description (30 Chars)
The Contact description.
Screen Shot 132: Completed Contact Type Dialogue
OK
Click the OK button to save the Contact Type record.
Cancel
Click Cancel to cancel setting up the Contact Type record, or to return to the scroll.
Tourplan iS V2.07 System Setup Training Guide