S801 Party Contacts List - Organization

Purposes:

This screen allows the MIMS user to create new contacts and to inactivate existing contacts for parties.

Prerequisites:

1. MIMS user must have applicable security authorization to access this screen.

The following groups have access to this panel:

· Administrative Assistants (view only)

· Call Center Agents

· Collections Agents

· Collections Support Agents (view only)

· Compliance Agents

· Document Processing Agents (view only)

· Finance Agents

· Finance Support Agent (view only)

· Finance Trust Accountants

· Legal Services Agents (view only)

· MEP Senior Management

· Program Support Agents

· Provisional Agents (view only)

· Reception Agents (view only)

· Registration Agents

· REMO Agents

· REMO Support Agents (view only)

· Special Investigation Unit Agents

· Supervisor/Team Leads

· System Administrators

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 Party Number in the ‘Party Number’ field and click the ‘Search’ button.

3. If Party Number is unknown, enter information in ‘Name’ field under Party Type – Organization. Click the ‘Search’ button.

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 this contact to obtain information on the file.

7. Enter the name for the contact in the field labeled ‘Name’ and enter contact details in the big white box.

8. Click ‘Save’ button.

9. 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 organization has authorized MEP to speak with a specific person.
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
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.

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