Select Contact Dialog Box


Use this dialog box to select a contact to enter in a contact field, or to add a new company or contact to the Company Directory. This feature allows you to add a company or contact as needed from anywhere in Contract Management without having to go to the Company Directory log window.

Organize By

Choose whether to display contact names or company names in the Contacts list. Use the Search field to search for a particular contact.

Add Contact

Click to add a new contact to the current company.

Add Contact appears if you chose to organize by contact. You must have Add and Edit access rights for the Company Directory module to use this feature.

Add Company

Click to add a new company to the Company Directory.

Add Company appears if you chose to organize by company. You must have Add and Edit access rights for the Company Directory module to use this feature.

Sort By

Sort by first name

Click to list contacts in alphabetical order by first name.

Sort by last name

Click to list contacts in alphabetical order by last name.

Contacts

This list displays all available contacts from which you can choose. Click the first letter of a particular contact to go directly to that contact. Click Select next to the name to choose the contact. The dialog box closes automatically and inserts the contact in the field.

How to access this dialog box:

Click Select corresponding to contact fields from various document windows and dialog boxes.



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Last Published Wednesday, June 17, 2015