General

See also: Contacts, Open Contact, Location

General tab displays basic information related to a specific contact.

Workflow of a Contact in GoServicePro system:

1. Create New Contact

2. Open a Contact

   In this Open Contact Topic: ShowHide

   • Open Contact from Quick Access Tool bar
   • Open Contact from System Menu
   • Open Contact from Contacts node

    

   Open Contact from Quick Access Tool bar

   1. On the Quick Access Tool bar (appears on the left hand side of 'Title bar' of the application), click Open Object button.

   2. On the Open Object dialog box, from the Object drop down, select Contact.

   3. In the ID field, enter the ID of the Contact that you want to open.

   4. Click Open.

   Open Contact from System Menu

   1. On the System Menu (appears on the left hand side of 'Quick Access Tool bar'), point to Open Item and then click Open Contact.

   2. On the Open Object dialog box, from the Object drop down, select Contact.

   3. In the ID field, enter the ID of the Contact that you want to open.

   4. Click Open.

   Open Contact from Contacts node

   1. On the Service Workspace accordion, in the Administration node, click Contacts.

   2. In the work space, you can make use of Adhoc Row or Tool bar to filter the search results and identify the Contact that you want to open.

   3. Click the ID hyperlink of appropriate record OR double-click the record and the Contact opens.

3. Activate a Contact

4. Inactivate a Contact

5. Change Ownership

6. Close a Contact

7. Reopen a Contact

Field Definitions