The Contacts view displays all the contact information that is available for an account. A green highlight on the tab indicates that there are contacts on an account to be viewed. You can add, edit, or delete a contact from the Contacts view.
If there are multiple contacts listed for an account, you can scroll down the list displayed or you can filter the list for a specific contact by selecting the type of Relationship and/or Status of the contact to display. The CACS Enterprise Browser filters the contact information and displays the results that match your search criteria.
CACS Enterprise always returns at least two contact entries that usually correspond to the primary accountholder home (DemType = 1) and business contact (DemType = 2) information; however, the second entry may not be populated with actual data. In this case, a message is inserted in the Contacts view business contact (second row) as follows: “No Business Information Available”. If this message is presented, the user may select the Edit action to input the business information.
The CACS Extract is used to populate the first two rows on the Contacts view. These fields are passed from the accounting system to CACS on the Extract on a nightly basis. Any changes made to these fields in CACS result in update transactions that are passed back to the accounting system. It is the responsibility of the accounting system to apply these transactions to the proper database fields. When the accounting system to CACS interface is run again, the new fields are passed to CACS for display and subsequent use in correspondence and transactions.
The first demographic entry on the CACS Extract (and the first row on the Contacts view) corresponds to the “Customer”, which may be a person, a business, or some other entity. The fields on the CACS Extract are named with “CUSTOMER” as part of the data name. The second demographic entry on the CACS Extract (and the second row on the Contacts view) are named with “BUSINESS” as part of the data name, but can be used to pass any alternate address that is deemed important to collections. This entry is not required. Some possible uses are: Business, Comaker, and alternate customer mailing address. The contents of this address are determined as a part of the accounting system to CACS interface design.
A counter is displayed in the upper right-hand corner of the Contacts view that indicates the number of records downloaded and the total number of all contacts for the specified account. You can request the number of records you would like to load by selecting the number from the Get next drop down list and clicking Go.
Note: The primary accountholder name and business contact information is always displayed in the scrollable area of the Account Overview section.
Follow these steps to filter the list of contacts:
Select a relationship from the Filter by drop down list and/or select a status from the “and/or” drop down list.
Click Filter. The CACS Enterprise Browser displays the results matching the selected criteria.