Address & Contact Function - Fields Description

At this function, user will come across various fields or columns that needs to be maintained with relevant data.

The descriptions of the respective field or column, are as follows:-

<Customer Search Criteria> (Panel)

Please Enter Search Value

This is the value to be used to search for the related customer record.

Note: If the value inputted into this field is relating to Customer IDs, Customer Names or Customer’s contract telephone number, user can click the relevant Customer ID or Customer Name or Phone No. button, accordingly.

ID No.

This is the search criteria button to be clicked once, for system to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing Customer IDs.

Customer Name

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customer names.

Phone No.

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customers' contact telephone numbers.

  • This panel will pop up upon the function screen opened.

  • The purpose of this panel is for user to search for the relevant customer record.
<Customer Listing> (Pop-Up Window)

Please Enter Search Value

This is the value to be used to search for the related customer record.

Note: If the value inputted into this field is relating to Customer IDs, Customer Names or Customer’s contract telephone number, user can click the relevant Customer ID or Customer Name or Phone No. button, accordingly.

Customer ID.

This is the search criteria button to be clicked once, for system to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing Customer IDs.

Customer Name

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customer names.

Phone No.

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customers' contact telephone numbers.

Customer ID

This is the unique identification number of an individual (as in a person).

ID Type

This is the type of identification of an individual, e.g., AUTOGENID - Auto Generated ID

Customer Name

This is the name of the customer.

Phone No.

This is the correspondence mobile phone number, or house number, or office number of the individual customer.

  • This window will pop up, after user has clicked once on either one of the available search criterion buttons located at the 'Customer Search Criteria' panel, when there are record(s) found or no record can be found.

  • The purpose of this window is for user to further filter and select a relevant customer record found.
<Customer Information> (Panel)

<Customer Name>

This is the customer name that is related to the 'Customer ID' field’s value.

Customer ID/ ID Type

This is the unique identification number of an individual (as in a person), and the type of identification number, e.g., AUTOGENID - Auto Generated ID or Passport.

Status/ Customer Type

This is the status of a customer information file in system database, e.g., 'N - Normal' or 'P -Prospect', and the type of customer associated with the value displayed at the 'Customer ID' field, e.g., I - Individual.

Dataset Code

This is the code associated the dataset of the customer information data fields used in creating the related customer information file earlier, e.g, INDIV.

  • This panel will be displayed, after user has double-clicked on a customer record at the 'Customer Listing' pop-up window.

  • The purpose of this panel is for user to view the main details of the selected customer record.
Customer Address Maintenance (Panel)

Address (Section)

Postal Address (Sub-Section)

Address Type

This is the category of an address.

The options, are as follows:-

  • 1 - Current Address

  • 2 - Permanent Address

  • 3 - Office Address

  • 4 - Other Address

Address Seq.

This is the ordered number list of a type of postal address.

Address Line 1

This is the 1st line of a postal address.

Corresponding Address

This is an indicator that a particular row of postal address has been selected as the correspondence postal address for the customer.

Checked radio button at a row of postal address record indicates that the row of address record will be the correspondence postal address for the customer.

Email Address (Sub-Section)

Address Type

This is the category of a postal address.

The only possible value that can be displayed in this column is the '8 - Email Address'.

Address Seq.

This is the ordered number list of an email address.

Address Line 1

This is the customer’s location, or path of delivery of electronic mails, or messages, e.g., victor20@hotmail.com.

Corresponding Email

This is an indicator that a particular row of email address has been selected as the correspondence email address for the customer.

Checked radio button at a row of postal address record indicates that the row of address record will be the correspondence email address for the customer.

Contact Info (Section)

Telephone No.

This is the telecommunication number of a telecommunication contact type.

Corresponding SMS

This is an indicator that a particular row of telephone number has been selected as the correspondence messages for the customer.

  • This panel will be displayed, after user has double-clicked on a customer record at the 'Customer Listing' pop-up window.

  • The purpose of this panel is to allow user to do the followings:-

    • Maintain list of postal addresses, email addresses, and phone contact numbers.

    • Select correspondence postal address, email address and phone contact number.
Postal Address Editor (Pop-Up Window)

Address Type

This is the category of the postal address.

The available options, are as follows:-

  • 1 - Current Address

  • 2 - Permanent Address

  • 3 - Office Address

  • 4 - Other Address

Address Seq.

This is the ordered number of a type of a postal address, e.g., 01, 02 and 03.

Address 1

This is the 1st line of a postal address, e.g., 8, Jalan SS2/4.

Address 2

This is the 2nd line of a postal address, e.g., Taman Paramount.

Address 3

This is the 3rd line of a postal address.

Address 4

This is the 4th line of a postal address.

Country

This is the code and name of the country of a postal address, e.g., MY - MALAYSIA.

State

This is the code and name of the state of a postal address, e.g., 13 - SELANGOR.

City

This is the city name of a postal address, e.g., Petaling Jaya

Post Code

This is the postcode of a postal address that is used to facilitate ease of mail sorting purpose, e.g., 47301 - PETALING JAYA.

  • This window will be displayed as follows:

    • After user has clicked once on the Add button located at Postal Address sub-section.

    • After user has clicked once on the Details of the selected Postal Address record at the 'Postal Address' sub-section.

  • The purpose of this window is to allow user to create new postal addresses for a customer or amend the existing postal address record.
Email Editor (Pop-Up Window)

Address Seq.

This is the ordered number of an email address, e.g., 01, 02 and 03.

Address 1

This is the email address, e.g., john@gmail.com.

  • This Email Editor pop-up window will be displayed, as follows:

    • After user has clicked once on the Add button, located at 'EMail' sub-section.

    • After user has clicked once on the Details of the selected EMail Address record at the 'EMail' sub-section.

  • The purpose of this pop-up window is to allow user to add email address for a customer, or amend the existing email addresses.
Contact Information Editor(Pop-Up Window)

Telephone No.

This is the telecommunication number of a telecommunication contact type.

Telephone Type

This is the telecommunication contact number category.

The available options, are as follows:-

  • M - Mobile

  • O - Office

  • H - House

Remarks

This is the further comments, or description on a record of telecommunication contact information.

  • This window will be displayed as follows:

    • After user has clicked once on the Add button located at 'Contact Info' section.

    • After user has clicked once on the Details of the selected contact record at the 'Contact Info' section.

  • The purpose of this window is to allow user to add contact phone numbers for a customer, or amend the existing phone contact records.