Add New Contacts*
The user adds contact information entries relating to accountholders, comakers, guarantors, attorneys, or any other party via the Add New Contact dialog. The user selects the Add push-button from the Contacts view to launch this dialog. For each entry, the user records the name, address, telephone numbers, relationship, status indicators, and a descriptive memo. When the user adds an entry, CACS Enterprise automatically records the User ID and the current date with the records.
When the user selects OK, the CACS Enterprise Browser shows the entry in the Contacts Tab List view. The new contact entry is available for display both in the scrollable contact area of the Account View and in the Contacts view. When the Save push-button is pressed, or some other action sends updates to CACS Enterprise, the new contact record details and an action code (DemAct) of New (N) is sent to CACS Enterprise to add it to the database. The save of the account data results in a new inquiry on the account, and the first 10 Contact entries are returned. Depending on the type of Contact added and the number of Contact entries on the account, the newly added Contact entry may be presented in the Contacts view. If the entry is not displayed, the Get More function can be invoked to retrieve additional entries, if necessary.
Edit Contacts*
The user edits contact information entries by selecting Edit hyperlink on the Contacts view or clicking the highlighted name of the contact in the contact area of the Account View. When either of the hyperlinks is selected, the CACS Enterprise Browser displays the Edit Contact dialog.
When the user selects OK, the CACS Enterprise Browser shows the entry in the Contacts view. The edited contact entry is available for display both in the scrollable contact area of the Account View and in the Contacts view. When the Save push-button is pressed, or some other action sends updates to CACS Enterprise, the edited contact entry details and an action code (DemAct) of Edit (E) is sent to CACS Enterprise to update the existing entry. The save of the account data results in a new inquiry on the account, and the first 10 Contact entries are returned. Depending on the type of Contact edited and the number of Contact entries on the account, the updated Contact entry may be presented in the Contacts view; if it is not, the Get More button can be selected to retrieve additional entries.
When the user edits contact entries, the user has the option of requesting that the CACS Enterprise Browser delete the previous address or save the address to the contact information database for use in skip tracing and other collection activities. If the user chooses to save the prior contact entry, the CACS Enterprise Browser creates a new contact entry containing all the newly updated information and updates the existing contact entry by populating the status field on the existing entry with “prior.” The CACS Enterprise Browser passes the two entries to CACS Enterprise as part of the save. The user may edit the new contact entry multiple times, saving the prior contact entry each time. If a user opts to save a prior record, the CACS Enterprise Browser assigns the record with a status of “Previous.”
Delete Contacts*
When the user selects Delete hyperlink from the Contacts view, the delete confirmation dialog is presented to query the user for confirmation that they want the Contact entry deleted. OK results in deleting the selected entry, and Cancel ends the delete activity and returns the user to the Contacts list view. The delete entry is not available for the first two entries on the Contacts view because the source of the data is from the accounting system (only edits with restrictions are allowed on these two entries).
* The specific actions a user can perform depends on the level of access granted (edit/inquiry/hide) on the User Class table.