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The Contact Lookup screen is used to search for a contact record for a corporate parent.
Contact Lookup screen
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Interface InitializationUpon initial display of the screen, the following occurs:
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Unless otherwise stated below, all controls on the Contact Lookup screen are visible and enabled when:
The screen is active.
If one or more special conditions exist that affect a control on the Contact Lookup screen, the condition(s) are documented for that specific control below.
Complete the information in the Search Criteria group box.
This group box includes controls that allow you to perform a search and/or filter the list of results displayed in the data grid. The title text of the group box is set to "Search Criteria". The group box consists of the following control(s):
First Name text box
Enter the first name as search criteria in this text box. The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum number of characters that can be entered in the text box is twenty (20) characters. A partial entry is allowed.
MI text box
Enter the first letter of the middle name as search criteria in this text box. The text box allows the entry of alphabetic characters only. Numeric and special characters are not allowed. The maximum number of characters that can be entered in the text box is one (1) character.
Last Name text box
Enter the last name as search criteria in this text box. The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum size of the text box is twenty-five (25) characters. A partial entry is allowed.
Search button
Click the Search button to perform a search and filter the results displayed in the data grid based on the filter criteria specified.
When Search is clicked, the data grid refreshes and displays results that match the specified filter criteria.
It has a mnemonic of "S".
If no records can be found to match the specified search criteria, a standard error message (E0050) displays when the button is clicked.
If no information was entered for the search criteria and Search is clicked, the system displays the E0328 standard error message.
View the information in the Addresses data grid.
This data grid displays the results of the search criteria. Click on a row to select it. The Contacts screen will be populated with contact data from the selected row.
The data grid consists of the following control(s):
First Name column
This column displays the first name of each person displayed within the data grid.
The title of the column is set to "First Name". The information displayed within the column is read-only.
The column header and data are left aligned.
MI column
This column displays the middle initial of each person displayed within the data grid.
The title of the column is set to "MI". The information displayed within the column is read-only.
The column header and data are left aligned.
Last Name column
This column displays the last name of each person displayed within the data grid.
The title of the column is set to "Last Name". The information displayed within the column is read-only.
The column header and data are left aligned.
Date of Birth column
This column displays the date of birth of each person displayed within the data grid for whom a date of birth has been entered.
The title of the column is set to "Date of Birth". The information displayed within the column is read-only.
Telephone column
This column displays the telephone number of each person displayed within the data grid. The value is displayed in "###-###-####" format to include a three-character area code and seven-character telephone number.
The title of the column is set to "Telephone". The information displayed within the column is read-only.
Click the OK button to process the screen.
It is the default button for the screen, unless otherwise noted.
It does not have a mnemonic. Its keyboard shortcut is the Enter key.
A contact must be selected in the data grid. If it is not, when the screen is processed the system displays the E0195 standard error message.
The contact selected cannot be the same contact currently assigned for the contact type. If it is, when the screen is processed the system displays the E0194 standard error message.
The Contacts screen displays when the button is clicked.
It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.
The Contacts screen displays when the button is clicked.
If data can be validated and saved on the screen, the following processes occur when the screen is processed:
A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.
If no data can be validated and saved on the screen:
No cross edits are performed.
All values are considered legitimate.
No data is written to the database.
The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.
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Control Label |
Control Type |
Table. Column |
Notes |
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First Name |
text box |
Contact.FirstName |
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MI |
text box |
Contact.MiddleInitial |
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Last Name |
text box |
Contact.LastName |
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Contacts |
data grid label |
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First Name |
column |
Contact.FirstName |
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MI |
column |
Contact.MiddleInitial |
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Last Name |
column |
Contact.LastName |
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DOB |
column |
Contact.DateOfBirth |
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Telephone |
column |
Contact.Telephone |
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Software Version: 2.40.00
