Entering Multiple Funding Source Contacts

You can enter multiple contact people for a funding source using Contact Category ancillary data.

About this task

Multiple contact methods can be specified for each contact person and can indicate when each contact method can be used.

Procedure

  1. Click File > Ancillary Data > Para > Pricing > Funding Sources.
  2. Select the funding source which you want to enter multiple contacts and click Edit.
  3. Click the Contact Info button.
    The Contact Category dialog box appears. The Contact Type and Facility are filled.
  4. Add a contact person for the funding source:
    1. Type a Name for the contact person
      This is an identifier and may or may not reflect the person's actual name.
    2. Type the First Name for the contact person.
    3. Type the Last Name for the contact person.
    4. Click the JuristPoly (jurisdiction polygon) in which the contact is located.
    5. Click the contact Category to which to assign the contact.
      This could be Manager
    6. Type the contact person’s Fax number.
    7. Type the contact person’s Phone number.
    8. Type the contact person's Email Address.
    9. Click Add.
  5. In the grid, select the contact person, and then click Edit.
  6. Click Contact Info.
  7. In the Contact Info dialog box, complete the following fields:
    Device Abbr
    In the list, click the device type.

    For example, cell phone.

    Connect String
    Type the contact information.

    For example, phone number or e-mail address.

    Visible
    To make the contact information visible on other PASS screens, click Yes in the list.

    If you choose No, the information is masked by asterisks on other PASS screens.

    Comments
    Type any comments about the contact.
  8. Click in the row marked with an asterisk.
  9. To set days of the week or times when the contact method can be used, do the following:
    1. In the top grid, click the contact method.
      The ContactInfo dialog box with the first line in the top grid highlighted.
    2. In the lower grid, in the row marked with an asterisk (*), in the WeekTemplate column, select the days of the week the contact method can be used.
      The WeekTemplate field is populated with the selected options (as 1s or 0s).
    3. Type the first date (FromDate) when the contact method can be used.
    4. Type the last date (ToDate) when the contact method can be used.
    5. Type the earliest time (FromTime) the contact method can be used on the defined dates.
    6. Type the latest time (ToTime) the contact method can be used on the defined dates.
    7. Type any Comments.
    8. To retain the data, click in the row below or the row above the selected row.
      Lower grid with the cursor in the Week Template column in the second row.
    9. Close out of the ContactInfo dialog box.
    10. Click Save.
    11. To verify the information has been saved, in the Contact Category dialog box, click the row for the contact and click Contact Info.
    12. Select the row for the DeviceAbbr to be checked.
      The defined dates and times are visible in the lower grid.
    13. Close out of the ContactInfo dialog box.
  10. Click Close.