(2024.2) 360 View: Contacts

The 'Manage Contact 360 View' form will provide the User with a 360 Degree view of a given Contact. From this form, the User will be able to see the Contact's 'Profile' as well as all the 'Services', 'Equipment', 'Billing', and 'Service Desk' items associated with the Contact.

Buttons

• button - allows the User to create a 'Remark' on the Contact record.

• button - moves to the previous Contact record in the grid.

• button - moves to the next Contact record in the grid.

Profile

The 'Profile' tab displays the 'Email Address', 'Phone Numbers', 'Type(s)', and 'Address(es)'. Additionally, there is a listing of the 'Remarks' associated with the Contact.

Services

The 'Services' tab shows all the Services associated with the Contact.

The button opens the ''Service 360 View'' form for the selected Service.

The  button opens the ''Add New Service Order'' wizard form. This creates an 'Add' action for the Service on a new Service Order.

The button opens the ''Add New Service Order'' wizard form. The Type of Action depends on whether 'Charge' or 'Remove' is selected in the grid.

The  button opens the ''Add New Incident'' wizard form.

Equipment

The 'Equipment' tab shows all the Equipment associated with the Contact.

The button opens the ''Manage Equipment 360 View'' form for the selected Equipment.

The button opens the ''Add New Incident'' wizard form to create an Incident for the given piece of Equipment.

Billing

The 'Billing' tab shows all the Bills associated with the Contact.

The  button opens the Bill from the given date range.

Service Desk

The 'Service Desk' tab shows all the Service Desk items that are associated with the Contact.

The User can click the button to edit the Service Desk item. The Service Desk form opens and is editable per the normal Service Desk rules.