Contact Query

This program lets you view information about the people you engage with in the business world.

Exploring

Things you can do in this program include:

  • Search for and view information regarding contacts.

  • Add and maintain contact activities.

  • Maintain reminders against activities.

This program is accessed from the Program List of the Syspro menu:

  • Syspro Programs > Contact Management

SYSPRO's Contact Management System enables you to store and query information about the people you interact with in the business environment. It assists you in tracking communications, appointments, activities, etc., between the touchpoints of an organization.

Contacts are the customers, suppliers, and accounts that are connected to the organizations with which you do business.

Activities in the Contact Management System are events that are recorded against your contacts, such as phone calls, emails, meetings and tasks.

Starting

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

Solving

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Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

    The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

    If the Show Captions option is grayed out, it means no captions are hidden for that form.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

This lets you indicate a combination of characters or words (optionally including wildcard characters) of the item you want to search.

This lets you filter the results according to the number of activities, or the time frame within which the activities occurred.

This lets you filter the results to display outstanding, historical or all activities.

This lets you select the type of activity you want to search for (e.g. tasks, meetings, appointments, etc.).

This uses the Contact Query Preferences program to let you configure various preferences for the following programs:

  • Organization Search

  • Contact Management Query

  • My Organization Query

These preferences range from the layout of the views and the level of detail, to the filter and search criteria for the information you would like to display.

In the Syspro Desktop version, you can access the Preferences pane from the Options menu or by selecting the Setup Custom Filter button. In Syspro Web UI (Avanti) you can select the Preferences icon.

This clears the listview.

This section or pane displays a list of contacts according to the search criteria entered at the Search string field.
This section or pane indicates the name, contact information and classification of the contact as captured in the Contacts program.
This section or pane indicates the contact's addresses as captured in the Contacts program.
This section or pane indicates details regarding the organization where the contact is employed as captured in the Contacts program.

This section or pane displays the activities associated with the selected contact and lets you add new activities.

This lets you capture a new activity for the selected contact.

This lets you filter the results according to the number of activities or the time frame within which the activities occurred.

This lets you select the type of activity you want to search for, e.g. tasks, meetings, appointments, etc.

This uses the Contact Query Preferences program to let you configure various preferences for the following programs:

  • Organization Search

  • Contact Management Query

  • My Organization Query

These preferences range from the layout of the views and the level of detail, to the filter and search criteria for the information you would like to display.

In the Syspro Desktop version, you can access the Preferences pane from the Options menu or by selecting the Setup Custom Filter button. In Syspro Web UI (Avanti) you can select the Preferences icon.

Column Description

Date

This indicates the date of the activity.

Subject

This indicates the subject of the activity.

Regarding

This indicates what the activity is about.

Activity type description

This indicates the type of activity.

Priority

This indicates the priority assigned to the activity.

Follow up message

This indicates the color coded flag assigned to the activity.

Attachment count

This indicates whether an attachment exists for the activity.
Contact This indicates the name of the contact person.
Action

Select the Action hyperlink to perform one of the following:

  • Open and edit the activity using the Contact Activity Posting program

  • Delete the activity

  • Clear reminders
This section or pane indicates the contact's personal information as captured in the Contacts program.
This lets you add notes against a contact using the Admin Notepad Editor (Rich Text) program.