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The Entity dialog is used to manage screen manages details about a Contact or Supplier. The types available are:
Person
Corporation
Name Only
Distribution Group.
Contacts or Suppliers associated with Entity Roles within the system. There are 4 different types of contact types;
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This dialog is used for Client Contacts in the Production Module, or Entity Management in the Administration Module or the Administration application.
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This dialog is used to manage individual details about a person, such as names, contact details, notification settings, and the role(s) of the person.
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Entering information for Primary Address and Contact Details creates Address and Telephone records, available for further detail in the Address and Telephone tabs. |
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The Profile tab displays settings for notification and contact preferences. To be able to send an Email or SMS from other areas of the system, such as CRM Comments, Supplier Notifications, or Batch Claims the settings must be updated here.
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The Image tab is used to store an image for the person.
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| title | In Framework ECM 2020 |
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The Integration tab is used to manage links for the Contact or Supplier for Framework Integration.
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Company Details Dialog
The General tab is used to manage general legal information about the company, such as name, business registration details, and Primary Contact Details.
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