The Contacts view enables the user to view summary information about the contacts on an account. It also provides the user with access to add new contacts, edit existing contacts, and delete existing contacts as permitted. The CACS Enterprise Browser retrieves a subset of contact entries when initially displaying an account (up to 10 entries are retrieved on the initial inquiry). The user retrieves additional contact records from CACS Enterprise by selecting the corresponding number in the Get Next drop down and selecting the Go push-button.
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 Tab List 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 Tab List 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 Tab List 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 Tab List 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.
The CACS Enterprise Browser sorts the Contact entries numerically using the following sort order:
Demographic Status.
Name Relationship.
Address Relationship.
Date Updated.
Time Updated.
If a user adds a new contact entry, the CACS Enterprise Browser inserts the contact into the correct position in the view based on the sort order. As the user displays additional entries, the CACS Enterprise Browser maintains the proper sort order. For example, a user displays 10 of the possible 100 entries. The user adds a new entry and the CACS Enterprise Browser places the new entry at the end of the list based on the sort order. If the user selects additional contact entries for display, the CACS Enterprise Browser inserts the entries in the proper sort order (i.e., the new entry may remain in position 11, appear between newly displayed entries, or be placed at the end of the list based on the sort criteria).
Note: Once a user edits a previously downloaded entry or adds a new entry, the CACS Enterprise Browser retains the contact entry as part of the available contacts, even if the edited or new contact entry position in the list of contacts stored in CACS Enterprise is greater than the number of downloaded contact entries. The CACS Enterprise Browser places the entries at the end of the list.
The user filters for specific contact records by selecting the Filter by and the “and/or” fields and selecting the Filter push-button. The CACS Enterprise Browser displays the results in the display area. The CACS Enterprise Browser only filters the downloaded contact entries. If the user wishes to apply a filter across all contact entries contained in CACS Enterprise for the account, the user must first download the entries to the CACS Enterprise Browser using the Get Next drop down and Go push-button.
The user can add new contact entries by selecting the Add Non-Legal Contact push-button. The user updates or deletes existing entries by selecting the Edit or Delete hyperlinks from the Actions column on the row corresponding to the desired contact entry. The user cannot delete the first two contact records associated with the account since these records are received from the accounting system.