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Note that on initially entering the Contacts screen the cursor is directed, by default, to the ‘Search’
field at the top right side of the form. This enables you to simply type a portion of a name and hit
the ‘Enter’ key on your computer’s keyboard to locate and possible matches to the search text
that you entered. To perform a partial text search at any other time, simply place your cursor in the
‘Search’ field, type the desired portion of the name and hit the ‘Enter’ key to initiate the search.
On entering the Contacts and
Communication Screen, the
system will display a list of
names that have contacts of
any type entered into the
system in the list on the left
side.
Selecting any of these names
will display any contacts that
have been entered for the
selected name in the main
‘Contact Information’ portion of
the screen.
If you would like to search for
contacts using a different
criteria, such as by ‘Person
Type’, you can use the forward
or back arrows, or select the
appropriate criteria from the
drop down criteria list on the
left, top portion of the form.
Clicking on the Criteria drop down button will expose the drop down list
shown on the right side.
By Name- This criteria type shows a complete listing of any name that
has any type of connected contact record entered into the system.
Selecting a name will display all contact records for that person.
Contact Type- This criteria type displays a list of all contact types.
Clicking on a selection here will show a complete listing of contacts of
the selected type. For instance, selecting “Cell Phone’ will show all
‘Cell Phone’ contact records for an y person that exists in the system.
All Contacts- This criteria selection simply displays a list of every
contact, of any type for any person that has been entered in the
system.
By Job Title- Selecting this criteria type displays a list of any ‘Job Title’
type that exists and is taken from Job Titles as they have been entered
in the Personnel Manager for each employee. So, for instance, if you
have some employee’s Job Titles entered as ‘Road Deputy’, this entry
should show up in the Job Title list. Selecting this entry would show all
contacts for all ‘Road Deputies’.
By Assignment- This criteria shows a list of available employee duty
assignments. Selecting an item from this list shows all contacts for all
employees that have been assigned to this type of duty assignment in
the ‘Duty Assignments’ form.
By Shift- This criteria shows a list of the agencies shifts, as they have been set up by the agency. Selecting an item
from this list shows all contacts for all persons that are assigned to the selected shift. Shifts are assigned to
employees in the Personnel Manager screen.
By Agency- This criteria shows all contacts for all people who have the selected Agency name entered into the
‘Agency’ field of any contact record. So, for instance, if you had created a contact for the Local Ford dealership
name ‘Junkets Ford’, you would simply select the name of this business from the list and all contacts related to that
business would be displayed. The same would go for officers from another department. Selecting the desired
department would show all contacts of all officers from that department.
Search- The ‘Search’ criteria allows the user to enter part of a name into the ‘Search’ field in the top right portion of
the screen. After entering the desired text you can simply hit the ‘Enter’ key on your keyboard to initiate the search
and return any selected names that match the text you searched on. Clicking on any of the returned names will
display any contact records for that name. You do not need to physically select the ‘Search’ criteria type to perform a
search. All you need do while any other criteria type is selected is to place your mouse cursor in the ‘Search’ field,
type the desired name and hit the ‘Enter’ key on your keyboard.
Contacts Module Overview
Getting started with Contacts
Contact Record Data Entry Tips
Looking up a previously entered contact
Sending E-mails and text messages