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FAX number on report Expand / Collapse
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Posted 5/26/2006 8:51:08 AM
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Is there a way to include the FAX number for the primary contact on reports?

I noticed that when looking at available fields in WorkorderHeader, whether it is WorkOrderpmDetailed or WorkOrderServiceDetailed, that only the phone field is listed.

On the customer record screen, I also have noticed that when you have a phone record and fax record for the same contact that you can check both of those records as default phone. In the Contact Phone Type field, I have one as Business and the other is FAX. What happens if both records are checked as default phone?

Thanks,
Dan

Post #1355
Posted 5/26/2006 9:01:18 AM
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I just answered my second question. When you hit the save button, the last boxed you check becomes the primary phone and the other box is unchecked by the program.
Post #1356
Posted 5/26/2006 9:05:47 AM
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Hi Dan

If you checkmark the Fax number as default phone and select Save (or Save & Exit) you will note that the checkmark auto removes from the Business phone number. Only one phone number will be saved as default.

A report template made via a Detailed Report Template will allow selection of the client's primary contact's default phone number to display. The phone number could be Fax or could be Business - it is only dependant on which is selected as the default phone as the report query looks only for the phone number set as default. To have the phone number that is a Fax number display on the report, make it the default phone.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #1357
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