Contacts - Main

The Summary section groups pertinent information from the other sections on the page. All information shown here are for display only.

• Display Name: The name of the contact as it is displayed in Proliance. You edit the display name in the General section.
• Company: The name of the company that employs the contact. You can change the company in the General section.
• Primary Contact: A check mark indicates that this contact is the primary contact in the company. You can set the primary contact using the Contacts tab.
• Company Title: The title held by the contact within the company. You can change the company in the General section.
• Account Type : Indicates the type of account, if any, associated with the contact. Set the Account Type from the Account Options dialog box.
• Phone Number: The phone number for the contact. The phone number marked as the 'Default' in the Phone Numbers section is shown here.  

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

• None: Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All: Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

• Company: Click the Magnifying Glass icon to select the company that employs the contact. The Company is required.
  
  You can only select an external company.
• Current State: This indicates the current state of the Contact document.
• Description: Type a description or note about the contact.
• Display Name: Type how the contact's name should be displayed in Proliance. The Display Name is normally the person's full name, but it does not have to be. For example, a person named "Reginald Ronald Smith" could be "Reg Smith" or "R. Ronald Smith" as a display name. If you leave this field blank, Proliance will automatically use the values given for the contact's First Name and Last Name.
• First Name: Type the contact's first name. The First Name is required.
• Initials:Type the contact's preferred initials that are used as a concise identifier during collaboration. This does not refer to the contact's middle initials. Example: The contact Robert John Louis may use the initials 'RJL' or 'RL' or simply 'R'.
• Last Name: Type the contact's last name. The Last Name is required.
• Location: Click the Magnifying Glass icon to select the contact's location.
  
  If you have already selected the contact's Company, the list of locations is automatically filtered to display only those locations belonging to that company.
• Middle Name: Type the contact's middle name.
• Number: Type a string of characters that uniquely identifies this contact, or leave it blank if Proliance is configured to supply one.  You can configure the format of this number by using Proliance Local Admin. For details, refer to "Editing the Number Format" in the Proliance Local Admin online help.
• Priority: Depending on your Proliance configuration, you can optionally specify a priority for the contact document. This priority is simply a categorization for your company's purposes—it does not affect how Proliance handles the document.
• Workspace Role List: The role that this contact has within the workspace. In Edit Mode, click Add Line to add a role; click Remove Line(s) to remove a selected role. The Workspace Roles field is only available from the Workspaces work area.
  
  Note: Do not confuse the workspace role with the user's security role.
• Salutation: Type how the contact prefers to be addressed.
• Company Title: Select the title held by the contact in his company.

This section is available only when viewing the Contacts - Main page from the Projects workspace.

• Badge Number: If badges are used in a workspace, type the badge number assigned to the contact.
• Workspace Title: Select the title held by the contact in the workspace.
• Staff: Indicates whether this contact was exported from a Staff member in the Organization work area.

This section lists the telephone numbers that can be used to reach the contact. To add a phone number, click Add and then complete the information below. To delete a phone number, select it and then click Delete Line(s).

• Country Code: If the contact is located overseas, type the country code for the phone number.
• Area Code: Type the area code of the phone number.
• Phone: Type the main part of the telephone number. This number can be entered as a continuous string of digits (for example, '5551234') or with a space or hyphen as a separator ('555-1234').
• Extension :If an internal extension is required, type it here.
• Type: Select the type of telephone number. Examples include: main, home, fax, and mobile.
• Default: Select the radio button to indicate the default telephone number that Proliance will use. Only one number can be designated the default.

This section lists the email addresses that can be used to reach the contact. To add an address, click Add and then complete the information below. To delete an address, select it and then click Delete Line(s).

Note: Email addresses defined in this section are for reference purposes only. If you want a contact to receive notices by email, you must enable email notification for their account.

• Email: Type the email address for this contact. The email address must be in a valid format, which includes the '@' symbol.
• Description: Type a brief note describing the email address. Example notes include: indicating whether the email address is a work address, personal address, or is infrequently used.
• Default: Select this radio button to indicate the default email address that Proliance will use. Only one address can be designated the default.