Create or Edit Contact Information

From Opentaps Wiki
Jump to navigationJump to search

This page is used to add or edit any contact information in the system, including postal addresses, phone numbers, email addresses, web URL's. Most of the fields are specific to that type of contact information, with the exception of the following:

  • Purpose - This indicates the purposes of contact information. Any contact information could have multiple purposes associated with it. For example, an address could be a billing and a shipping address, or only a shipping address. When you first create the contact information, you can assign one purpose to it. Then, when you update the contact information, you can use the [Add Purpose] and [Delete] buttons to add or remove purposes.
  • Directions - This information box allows you to enter directions to a postal address.
  • Allow Solicitation - This allows you to indicate whether or not it is appropriate to solicit this contact information. Select "Yes" or "No" from the drop down menu.

Clicking the [Update] button will allow you to edit the relevant contact information. Clicking the [Expire] button will remove the relevant contact information from the profile.

For Skype contacts, a small icon will show the status of the contact. This icon will show a question mark unless the Skype user has set his status to be available over the web. This can be done in the Skype under Tools > Options >> Privacy (Skype > Preferences >> Privacy on the Mac) and toggling "Allow my status to be shown on the web.)