Field/Button

Description

Contact Type

Enter the contact type for this contact record, or choose from the pick-list by clicking the ellipsis.  The type is used to determine what actions will prompt alerts:

-ACH - contact listed will receive email with statement information upon statement processing

-AP - Accounts payable, does not trigger an event

-BOLT - used for a specific customer, does not trigger an event

-E-Bill - copy of the e-bill will be sent to this contact

-FDA CONTACT – contact info will default into the FDA contact section of the entry

-MARKETING – contact info for a marketing contact

-MONITOR –contact will receive emails on entry status updates (ex. certified)

-PNEMAIL – contact will receive emails on Prior Notice status updates

-PNSUBMIT – this information will default into the FDA Prior Notice submitter section for all FDA Prior Notice entries.

-PROFORMA - Email proforma upon post

-RLF – contact will receive emails (US messages) for Remote Location Filing

-UCMAIL - contact will receive ACE status notification (UC message)

Title/Company

Enter the title for this contact, as well as the company that they represent.

First/Middle/Last

Enter the full name of this contact.

Phone (ext.)

Enter the primary phone number (and extension) for this contact.  You can also enter alternate numbers in this section if necessary.

Fax

Enter the primary contact fax number for this contact.

Email

Enter the full email address for this client.  Be sure to enter this accurately to ensure that this contact will receive the status/update emails.

Notes

Enter any notes for this contact in this section (internal use only).

OK/Cancel

OK will save the contact.  Cancel will cancel and go back to the main profile.