Opening or creating a new contact opens the Contact dialog to view, modify or enter details of a contact.
| • | Member Name - person who was contacted. |
| • | Contact By - person who made the contact. |
| • | Contact Date - defaults to the current date but can be changed. |
| • | Club Year - filled in automatically. Verify that it is correct or make changes if needed. |
| • | Contact Code - a short "tag" to identify particular records as needed. This Code column can be made visible in the main Contact list grid. |
| • | Note - any additional information relevant to the contact. |
Actions
| • | Save and Close - saves the record and closes the dialog. |
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If additional contacts need to be created, instead of clicking Save and Close, use either New Contact Same Member or Same Contact New Member as mentioned below.
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| • | Cancel and Close - exits without creating a new record or saving changes to an existing one. |
| • | New Contact Same Member - saves the contact then selects the same Member Name to begin entering another contact. |
| • | Same Contact New Member - saves the contact and leaves all of the contact information the same, except for the Member Name, which is left blank. Select the Member Name and edit any of the fields as needed. |
