Affiliate Contacts (Agreement Support)

Affiliate Contacts For Agreement

The Affiliate Contacts Form initially opens in the display mode. This form is used to track the affiliate contacts associated with the selected agreement. The information fields include the following.

  • AFFILIATE Contacts For AID: This dropdown allows you to choose the agreement you are working with. The AID, Status, Title and TIN are additional information about your choice to make sure you have selected the correct agreement.

For the currently selected record:

  •   Selecting A Record: To select a record, click the record selector box at the far left of the record’s row. You will see this Pointer Icon to indicate which record is currently selected.
  • System ID (CID): This is the system ID # assigned by POSY for the record.
  • Name: Full name of the contact. You can choose a firstname lastname format or lastname, firstname format. Either choice is fine, however I would suggest you be consistent in the format chosen. The name can also be used as a general reference to a contact if a specific person is not designated (i.e. Technical Support).
  • Title: Title/Position for the contact. The title is most useful when it indicates how the contact supports the agreement. In the case of a general reference, the title may be very similar to the contact name.
  • Location: The primary location for the contact. This field shows the system ID # for the location followed by the locations name.
    •   Opens a dialog box with additional information about  the location.
  • Phone: The primary phone # for the contact. If applicable, the phone extension will follow.
  • Email: The primary email address for the contact.
    • Opens a new email message, addressed to the contact.
  • User ID: This is the computer login ID used by the contact. This ID is also used by POSY to indicate the contact’s security level.
  • Security Level: POSY security level for he contact.
    • 0 – No Acccess
    • 1 – Read-Only Access
    • 2 – Application Administrator – Can perform general maintenance on agreement records.
    • 3 – System Administrator – Can perform maintenance on all records including Organization Files and Master files.
  • Other: This is an open area for the user to include any other contact information. (i.e. Additional phone # or email address)
  • Inactive: If checked, the record is Inactive and will no longer appear as an option in the associated dropdown list.

  Transaction Toolbar: The following buttons initiate the following transactions.

  •   Opens the Affiliate_Contacts_Add form to add a new affiliate contact to the list (See Below).
  • Opens the Affiliate Contacts – Maintenance Form if you need to add or edit a contact.
  •   Removes the selected contact from the list.
    • Requires a confirmation of the removal.

Add Affiliate Contacts

The Add Affiliate Contacts form has essentially the same layout as the Affiliate Contacts form. Please see above for an explanation of the main form. The list includes all owner contacts that are not currently on the list. For the currently selected record:

  Selecting A Record: To select a record, click the record selector box at the far left of the record’s row. You will see this Pointer Icon to indicate which record is currently selected.

  Transaction Toolbar: The following buttons initiate the following transactions.

  •   Adds the selected Affiliate Contact to the agreement’s Affiliate Contact list.
  • Opens the Affiliate Contacts – Maintenance Form if you need to add or edit a contact.
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