Job Contacts - IRBS_Help

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Job Contacts


RESIDENTIAL JOB CONTACTS





COMMERCIAL JOB CONTACTS




Item   Description\Notes
 Is Commercial Checkbox
   Check the box if the Job is a commercial Job.  If this is checked, the additional pannel will be displayed on the right side of the scree showing the company contacts and address information.
 Company Name
   Read-Only Company Name that was selected
 Browse button
   Display the Company Query\FIlter screen for selection of Company to be used as the commercial entity.
 Primary Contract     
 Search Button    Click button to search for existing record/s
 Prefix    Click on the drop down box to choose a salutation for your user. 
 First Name/ Middle    Enter Contact's Name and Middle Name
 Last Name/ Suffix    Enter Contact's Last Name and Suffix
 Exclude Mailings    Check box to exclude contact in mailings
 Address   This is the Physical location\address where the Primary Contact person is located.  This single-line address is read-only. 
Click on the icon\button to edit the address details.
Click on the icon\button to display the address location on a map or to get directions from one address to another.  RBS Supports the following maps: MapQuest , Yahoo Maps , Google Maps and Bing Maps .

 Main Phone/ Mobile    Enter Main Telephone Number and Mobile Number
 Work Phone/ Extn    Enter Work Telephone Number and Extension Number
 Alt. Phone    Enter Preferred Alternative Telephone Number
 Work/ Home Fax    Enter Work and Home Fax Number
 Home Email    Enter Home Email Address
 Work Email    Enter Work Email Address
 Do Not Email    Check box to block server from sending Email
 Gender/ Marital Status    Enter Gender and Marital Status
 Job   This is the Job address where the work will be performed.  This single-line address is read-only. 
Click on the icon\button to edit the address details.
Click on the icon\button to display the address location on a map or to get directions from one address to another.  RBS Supports the following maps: MapQuest , Yahoo Maps , Google Maps and Bing Maps .

Billing Address   This is the Billing address where the invoices should be sent.  This single-line address is read-only. 
Click on the icon\button to edit the address details.
Click on the icon\button to display the address location on a map or to get directions from one address to another.  RBS Supports the following maps: MapQuest , Yahoo Maps , Google Maps and Bing Maps .

 Secondary Contact    
 Search Button    Click button to search for existing record/s
 Prefix    Click on the drop down box to choose a salutation for your user. 
 First Name/ Middle    Enter Contact's Name and Middle Name
 Last Name/ Suffix    Enter Contact's Last Name and Suffix
 Exclude Mailings    Check box to exclude contact in mailings
 Address    Enter Address
 Main Phone/ Mobile    Enter Main Telephone Number and Mobile Number
 Work Phone/ Extn    Enter Work Telephone Number and Extension Number
 Alt. Phone    Enter Preferred Alternative Telephone Number
 Work/ Home Fax    Enter Work and Home Fax Number
 Home Email    Enter Home Email Address
 Work Email    Enter Work Email Address 
 Do Not Email    Check box to block server from sending Email
 Gender/ Marital Status    Enter Gender and Marital Status
 OK Button     Click OK when done to take you back to the General Tab.
 Cancel Button    Click CANCEL to take you back to the General Tab.
 Copy from Job Button    If you have previously done a job for a client, you can click on Copy From Job so you will not have to re-enter the information.
 Company Address and Contact Details    
 Drop Down box    Choose Contact's Name on the drop down box
 Use above as Primary Contact Button    Click button to Use the entry above as Primary Contact Button
 Add New Company Contact Button    Click button to Add New Company Contact Button
 Location Address    
Address Field
  Physical location\address where the Company is located.  This single-line address is read-only. 
Click on the icon\button to edit the address details.
Click on the icon\button to display the address location on a map or to get directions from one address to another.  RBS Supports the following maps: MapQuest , Yahoo Maps , Google Maps and Bing Maps .

 Use as Job Address Button    Click button Use as Job Address Button
 Use as Bill Address    Click button Use as Bill Address
 Mailing Address    
Address Field
  Mailing  address where the Invoices can be sent.  This single-line address is read-only. 
Click on the icon\button to edit the address details.
Click on the icon\button to display the address location on a map or to get directions from one address to another.  RBS Supports the following maps: MapQuest , Yahoo Maps , Google Maps and Bing Maps .

 Use as Job Address    Click to Use as Job Address
 Use as Bill Address    Click to Use as Bill Address
 Main Phone    Enter Main Telephone Number
 Alternate Phone    Enter Preferred Alternate Phone Number
 Main Fax    Enter Main Fax Number


See also

Insurance Info
Property Info