Outsource Contact

1. Introduction

The outsource Contact screen is part of the Property Management Solution module in the ERP system. It allows users to store and manage information about external contacts (e.g., vendors, contractors) that are engaged with the organization on an outsourced basis. The form is structured as a child table and designed for easy data entry and retrieval of important contact details.

2. Accesing the Outsource Contact Screen

To access the Outsource Contact screen:

• Navigate to the Property Management Solution module.

• Open any form that contains the Outsource Contact table (since this is a child table, it will be embedded within a parent document such as a property or service form).

3. Field Descriptions

The Outsource Contact form contains the followng fields:

• Full Name:

Description: The full name of the outsourced contact. This field is the primary identifier for the record and will be displayed in the list views.

• ID No:

description: The identification number of the outsourced contact (e.g., national ID, company registration number). This field helps in uniquely identifying the individual or company.

Status:*

Description: The current status of the outsourced contact. Use "Active" for currently engaged contacts and "Inactive" for those no longer associated with the organization.

4. Creating and Managing Outsource Contacts

To create a new Outsource Contact:

1. Navigate to the parent form (e.g., a specific property or service document) where the Outsource Contact table is embedded.

2. In the Outsource Contact table, click on Add Row.

3. Full Name: Enter the full name of the contact. This is a required field.

4. ID No.: Enter the ID number (if applicable) for the contact. This field is optional but recommended for identification purposes.

5. Status Select either "Active" or "Inactive" from the dropdown list. This field indicates the current working status of the contact.

6. Once all fields are filled, click Save to store the contact information.