This facility allows you change a Contact’s status from Active to Inactive or Pending or Inactive to Active or Pending. Please note that if you are changing a Contact’s status to Inactive that any incomplete or in progress tasks will be deleted.

1.       Click on the Contacts Function/Menu button.

2.       The system will default to display an All Contact List. You may change the search display by

selecting the appropriate option button for Person List, this will then only display contacts that have been entered as Persons. Company List, this option will only display Contacts that have been entered as a Company or Buyers, which will display all Contacts that have been entered as Buyers.

3.       At the top of the List of records area, enter your search criteria in the Look for field. There are

four usual ways to search for a Contact.

a.       You may search for a Contact using any of the Name fields, for example

Jonathan Ian Smith.  You may enter, Jonathan or Ian or Smith   Note: You are also permitted to enter abbreviations such as “John” or part of the word contents such as “nathan”.

b.       You may also search for a Contact using any of the Phone Number Fields, for

example 1234 5678. You may enter 1234 or 456 or 5678, the search function will search all phone number fields in the Contact database.

c.       You may also search for a Contact using any of the Address Fields, for example

12 Smithfield Street, Sydney. You may enter 12, Smithfield, Street or Sydney. Note: You are also permitted to enter abbreviations such as “Smith” or part of the word contents such as “field”

4.       Click on the Find Now button.

5.       The system will display all results in the List of records area below. 

6.       Double left click on the Contact to display its details in the Active Window

7.       Select the appropriate status from the Status Drop Down list. I.e. from Active to Inactive or

Pending, or from Inactive to Active or Pending.

8.       Click on Save and Close to save the information entered, alternatively click on the X at the

top right corner of the Active screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.

9.       If you selected to change a Contact’s status to Inactive, a confirmation screen will be displayed

Note: If YES is selected all the buyer requirements for this contact will be marked as OLD, any current appraisals with the contact as the vendor will be made OLD with a withdraw reason of UNSPECIFIED, all incomplete and in progress tasks and activity plans will be marked as deleted and any activity plans ended.

10.     Select Yes or No accordingly.