Quotation Details Contacts Screen

Contacts Section

The Contacts Grid provides details for active contacts for the customer the quote is created for and provides the ability to enter comments for historical and followup purposes.

Action Buttons

Generate Report (dropdown menu)

This option is used to print, export, or email a report containing all the Details for the line items in the grid.

Comments (button)

This option opens the Comment Detail screen for the selected contact.

For more information see Contact Calendar.

Contacts Grid

Information displayed in the Contacts Grid of the quote cannot be edited.

Changes to contact information must be made in the customer table.

Notes

This field indicates whether there are Comments associated with a particular contact or not.

  • The presence of the Notes Iconindicates that there is at least one comment present for the contact.
  • Comments are entered by using the Comments Details option (located in the Details drop down)

A/P

Marking an entry as an A/P (Accounts Payable) Contact will cause that person's name and contact information to appear on the A/R Aging Summary for invoices to the selected customer.

Active (check box)

This indicates whether the contact is someone that should be considered a current (i.e. active) contact for the customer or not.

*Name

Enter the contact's name here.

  • The Name field is required when entering a new contact
  • Names do not need to be entered in a particular format, but it is strongly suggested that they be entered in a consistent manner

Title

Enter the contact's title here.

Phone Number / Ext / Fax Number

These represent numbers used to reach the designated contact.

  • Populate by default with the values provided for the Customer in the General Section but can be edited

Cell Phone Number

Enter the contact's cell number here.

Email Address

Enter the contact's email address here for use throughout JobBOSS2.

  • Contacts that have an email address provided will be available to select from Contacts when emailing forms and reports from within JobBOSS2

Mobile Email Address

This field can be used to enter a second email address for the contact.

  • Will not display when using Contacts to select recipients for forms and reports emailed from within JobBOSS2

Conferencing Server / Conferencing Address

These fields may be required for sending emails from within JobBOSS2 depending on the service used.

Consult your IT personnel or contact the Hardware Specialists at ECI Software Solutions, Inc. if you have questions regarding the use of these settings.

  • These settings work in conjunction with the Email Settings present in User Maintenance
  • Email Settings in User Maintenance must be configured properly in order to be able to send emails from within JobBOSS2

Comments

Use this field to enter comments for the selected contact that do not need to appear in the Comments Details.

  • Same as entering comments in Contact Details - Comments field
  • Not the same as entering a comment within the Comments Details
  • Information will not be included in the Comments Details Report

 

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