On the IMOS - Voyage Manager Contacts tab, for each counterparty associated with the voyage, you can display the information for selected individual contacts from that counterparty's Address Book entry.
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- On the Contacts tab of the Voyage Manager, click .
- Select one of the following:
- Voyage Companies:
On the Select Voyage Contacts form, select from all the contacts of all the associated voyage companies and then click OK. - Other Company:
- On the Voyage Contact form, select a Short Name from the Address Book. Any other completed fields on the Address Book record (Type, Full Name, Address, Phone, Fax, etc.) are pulled in.
- You can also do the following:
- Assign a Contact Role, after setting up IMOS - Voyage Contact Roles.
- Add Attachments.
- Select a Subcontact (from the Contacts grid on the Address Book entry).
- To save the Contact, click .
- Voyage Companies:
- Click to refresh the Contacts list. The Contacts list is a standard list; you can sort, filter, and select columns for it.
- For a Subcontact, the details for the Subcontact appear in the list.
- For a Company, the details for the Company appear in the list.
- If a Company is the main contact, the Contact Last Name column has a Main Contact link to open the Contact form.
- If a main contact has not been selected, the Contact Last Name column has a Select Contact link to open the Select Voyage Contacts form.