Helpful Hints:
- Contact information cannot be updated.
- If contact information
needs to be changed, the current contact’s record must be inactivated or
deleted and a new contact record can be created.
Navigation
Party è Searchè Hyperlinkè Contacts
Procedure:
1.
Select
the Party Tab.
2.
Enter
MEP File Number in the ‘File Number’ field and click the ‘Search’ button.
3.
If
MEP File Number is unknown, enter information in one or more of the other
fields (such as ‘Last Name’) and click the ‘Search’ button. Click on the hyperlink ‘File Number’,
this will take you to the File Tab. Click on the Party Tab and the MEP File
Number will automatically be placed in the ‘File Number’ field. Click search.
4.
Click
on the hyperlink ‘Party Number’.
5.
Select
‘Contacts’ tab located in the middle of the screen.
6.
Click
on the ‘Authorized’ box to authorize the new contact to obtain information on
the file.
7.
Select
the appropriate ‘Relationship’ for the new contact from the drop down list.
8.
Enter
the name for the new contact in the field labeled ‘Name’ and enter contact
details in the big white box.
9.
Click
‘Save’ button.
10.
The
new contacts just entered will appear in the ‘Current Party Contacts’ area.
Inactive or Delete Contacts
1.
Click
on the box under the Inactivate or Delete column making sure that you have
selected the right contact person.
2.
Clicking
on Delete will erase all a contact’s information from the Current Party
Contacts list.
3.
Click
the ‘Save’ button to update the changes.
|
Screen Label |
Description/Instructions |
|
New Party Contact |
|
|
Authorized |
The
creditor or debtor has authorized MEP to discuss file with new contact. Field
is not mandatory. |
|
Relationship |
Select
from the drop down box to select the correct relationship of the new contact. Field
Is mandatory. |
|
Name |
Enter
the name of the contact. Field
is mandatory. |
|
Contact
Text |
Enter
any relevant information (i.e. phone number, addresses) regarding the contact
person. Field
is mandatory. Field length maximum
2000 characters. |
|
|
Click
the ‘Save’ button to save all data entered in the New Party Contact fields.. |
|
Current
Party Contacts - The
system all current contacts for the party sorted by Contact and Create Date
in descending order displaying active authorized first. |
|
|
Contact
Text |
Contains information regarding the contact
selected. |
|
Created
by |
User ID of the user who created the Contact. |
|
Create
Date |
The date that the contact was created. Displays in YYYY-MM-DD format where Y
= Year, M = Month, D = Day. |
|
Inactive |
When this option is selected, the contact will
be inactivated and the current date will appear on the screen under the
‘Inactive’ heading |
|
Delete |
When checked and saved, the contact is deleted
from the database. A Confirmation message will be displayed to
confirm deletion. |
|
|
Click the ‘Save’ button to save all data entered
in the Current Party Contact fields. |
Possible Error Messages/System Warnings:
ID
|
Error
Message Description |
Action |
|
259 |
Relationship is mandatory. |
Select
the relationship of the contact to the party. |
|
260 |
Name is mandatory |
Enter
the name of the new contact. |
|
261 |
Contact details are mandatory. |
Enter
known information about the contact, such as addresses, phone numbers etc. |
|
262 |
Contact information cannot exceed 2000 characters. |
Abbreviate
some of the words to reduce the number of characters for this field. |