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IMOS - Contacts - Voyage
On the Voyage Manager, the Contacts panel displays information for each counterparty associated with the voyage.
To open or close the panel, click .
- To open a contact's Address Book entry in a new tab, click its card.
- To view the Voyage Contact List, click .
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- Phone numbers and contact information appear for each Contact, so you can easily see how to reach them.
- To see the company's Address Book entry, click its card, row, or link.
- To return to the panel, click .
Adding a Contact
To add a contact:
- On the Voyage Contact List or panel, click + and then click 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 Voyage Contact Roles.
- Add Attachments.
- Select a Subcontact (from the Contacts grid on the Address Book entry).
- Save the contact.
- Voyage Companies:
- Subcontact and Company details appear in the Voyage Contact 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.
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