Contact Group Management
OBJECTIVE
The Contact Group Management option is used to group contacts associated with a project or quotation.
Steps
|
maestro* > Maintenance > General Maintenance > Contacts > Contact Group Management |
Create a group of contacts
- Enter the required information in the Contact Group tab:
Field
Description
Number
Number that identifies the group.
NOTE: If no code is entered, the system assigns a default code. If the code already exists, the system displays the data already entered for the code.
External Reference
Allows to enter a external reference number identifying the contact group.
Status
Status of the contact group: Active or Inactive.
Name
Group name.
Web Site
Used to enter the contact group Web site address by clicking the icon.
Contact's e-mail address.
NOTE: if the maestro* detects that the email already exists in the Contact Management option, a confirmation message will be displayed to take this into account.
Project
Project with which the group is associated.
Quotation
Quotation with which the group is associated.
Prefix / Mask
Used to link a contact to a single company by assigning the company number to the contact in multidimensional mode.
NOTE: You can enter a mask with XXXX characters to allow access to certain companies.
- If needed, enter any particular notes concerning the contact group in the Notes tab.
- If needed, enter the required Document Password when opening documents that are sent to the contact group by email.
- If needed, enter the required information in the Other Information tab:
Field
Description
Scale
Used to enter a rating for the contact.
NOTE: You can sort on this field when selecting a sub-contractor in Quotations (construction).
Scope
Used to specify the scope of work the contact can complete. For example, 0 to 100,000 ft2, 100,001 to 500,000 ft2.
NOTE: You can sort on this field when selecting a sub-contractor in Quotations (construction).
Activity
Used to enter more detailed information about the activities of the contact or company.
- Associating contacts with the company in the Contacts tab. It is possible to perform a multiple selection and to add multiple contacts at once.
- Distribution List tab: This tab lets you create distribution lists from contacts associated with the project or quotation.
- Maestro Form Links tab: This tab is used to determine the contact in the company to whom the various types of forms generated by the system must be sent.
- Transmitted Log tab: This tab displays a history of items sent to the contact by the system.
- Click Save.
See also