Page Comparison

Contacts

Image Added

The 'Contacts' tab provides the User the ability to manually associate Contacts with each GLA. These associated Contacts represent people who may be responsible for a given budget, or just assigned for billing purposes. These Contact(s) are separate entries in the Workers/Contacts section of the application and are associated with the GLA for tracking purposes.

The User can manually manage these associations by using the 'Add', 'Add Existing', and 'Delete Selected' functionality available on the Contacts tab.

Adding New Contacts

After clicking on the Image Added button, the User is presented with a data-entry form used to build a basic Contact: First and Last Name, Email, and Phone Number. Adding a new Contact here will create a new record in the Workers/Contacts section of the application.

Adding Existing Contacts

After clicking the Image Added button, a list of existing Contacts is presented. Contacts can be associated with multiple GLAs. As such, this list will display all Active Contacts in the system. Searching through this list and selecting multiple entries will allow the User to add all the required Contacts. Check each of the Contacts that need to be associated with the GLA and click the Image Added button.

Set a Primary Contact

The Primary Contact is the person responsible for a given GLA and is required on GLAs. If the GLA is created without a Primary Contact, then when a Payment is created, the resulting Charge will not have an Owner and cannot be billed. Primary Contacts are required for Service Fees. The Primary Contact is also used as the "Bill to" person on Invoices (although the address is actually the Billing address on the GLA). Setting this up will route Billing to that Contact as well as aid in quick identification of the primary point of contact. Simply select the Contact that should be Primary and click the Image Added button, the Contact will now be set as 'Primary'.

Note: There can only be one Primary Contact on any given record.

Edit Selected

Selecting the Image Added button will open the 'Manage Contact' form.
Image Added

From here, the User can modify the information associated with the Contact and save the information back onto the grid.

Delete Selected

Selecting the Image Added button from this Grid does not delete the Contact entry it merely removes the association. To remove a Contact, navigate to the Workers/Contacts grid, select the Contact to remove, and click the 'Delete Selected' button there.