ADDM239 - ADD user guidance: contact details

Contact Details (information)

Use this guidance when you want to view a customer’s Contact Details. The Contact Details will be listed in reverse chronological order and in pages.

Each page consists of up to five records and can be viewed by

  • Clicking on the page number

Or

  • Clicking on the Next or Previous hyperlinks

Contact Details (action guide)

To view the customer’s name history, consider steps 1 to 4 below

1.To view a customer’s Contact Details, you must first be in the Account Summary screen.
If you are not in this screen
  • Follow the guidance in Account Summary ( ADDM206)

Then

  • Go to step 2
2.To view the
  • Contact Details section, scroll down the Account Summary screen until you can view the Contact Details
  • Historic Contact Details
    • Click on the Contact Details hyperlink on the right hand side of the Account Summary screen

Then

  • Go to step 3
3.On the Contact Details screen
  • Hover the mouse over the Maintenance Data text to view the details of the office that last updated the record
  • From this screen you can also go to the following screens by clicking on the appropriate hyperlink at the top of the screen
    • Account Summary
    • Address History
    • Name History
    • Relationship History
    • Award History
    • Interests History
  • Go to step 4
4.To go back to the
  • Account Summary screen, click on the Account Summary hyperlink at the top of the screen
  • ADD Home screen, click on the [Close] button
Note: If you accessed the Account Summary screen from the Person Trace screen, click on the [Close] button to go back to the Person Trace screen and then click on the [Close] button on the Person Trace screen to go back to the ADD Home screen

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