Contact Control

Created by Martin Parkinson, Modified on Fri, 08 Mar 2024 at 03:27 PM by Lottie Coley

The system allows users with administrator privileges to use the Contact control features. It is possible to set the system to control or restrict the calling of companies and contacts and the system will warn users if they try to contact a company that they shouldn't.
This feature is only available for systems since ver 1.00.12.145 or later.
 From version 1.00.18.157 or later the ability to hide journals has been added.

 

1. Open the company record and use the drop-down at the top centre of the screen to select the contact control method.

NB: Only users who have the 'Contact Controller' ability ticked on their user login record will see this field.



2. Choose one of the contact control options:

Call info Hidden
Hides all telephone/email addresses from view so users cannot see them
Check Journals
When a user opens this company the system will display a warning box stating "Check Journals"
Do Not Call
This will display a red X to all users and prevent you from contacting them in any way
Selected Call Access
This will display a red X to all users unless they are the owner of the client/contact and will not let them log a journal
Call with Caution
 Displays an orange ! next to the phone numbers and warns users if they try to log a journal. 
From version 1.00.18.157 or later

Hide Journals
The Journals tab will be hidden from the Company Record and from the Contact record when opened.


When viewing companies/contacts using either the [Companies] or [Contacts] workbench, the system will display the same warning/control icons.



How it Works

Within Maintenance > Setup > Codes Tables there is a code table called Contact Control [417]

If you select this code table and tick the 'Extra Info' box you can see the columns which control what each code does.

 

From version 1.00.18.157 or later, the 'Hide Journals' column has been added. Putting a 1.0 in this column activates the feature.

The database comes with some of these codes pre-configured but it is possible to add other codes with different combinations if desired.


[Keywords: Contact control, preventing calls, stop calling, control journal acess, contact owner.]



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