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Wiki Markup.2.1.5 Customer (Party) Communication

.2.1.5.1 Communication Events
Events are created in the WorkEffort Manager.

.2.1.5.1.1 Calendar

.2.1.5.1.1.1 Add events
Click on the \ [Create New\] associated with each day or hour to add an event to your calendar.

.2.1.5.1.1.2 Display events
All created Events, including Projects and Requests, are displayed at the scheduled date/time on the Calendar
associated with the affected Party or Group.

.2.1.5.1.1.3 Create Events for others
At the Calendar, you can create new Events for other Parties or Groups using the \ [New Event\] link.

.2.1.5.1.2 Projects

.2.1.5.1.2.1 Projects displayed
The Projects tab under the WorkEffort Manager displays first all current and pending projects.

.2.1.5.1.2.2 Create new Projects
Click on the \ [New Project\] link to bring up the screen for a new project. Fill in the detail and then click on \
[Create\]. When you have created the Project, you can \ [Edit\] the Project to assign others to it. These
assignments should reflect in their Calendar.

.2.1.5.1.3 Requests
Create a Request under the WorkEffort manager - Requests tab.

.2.1.5.2 Notes
Notes can be added to almost any document created including Orders, Work Orders, Shipping, Invoices,
Calendars, Projects, etc.

.2.1.5.2.1 Remain until deleted
Once a note is entered, it stays with that document until specifically deleted.unmigrated-wiki-markup

 .2.1.5.3 Contacts

.2.1.5.3.1 Party
A Party is any entity: individual, group, company, department, facility, vendor, or it could be a recognized group
of parties - a union, association, etc.

.2.1.5.3.1.1 Contact a Party
A Party can be contacted through whatever means they establish as preferred: e-mail, postal mail, telephone,
fax, electronic, etc.

.2.1.5.3.1.2 Party ID is Unique
A Party is assigned a unique Party ID which brings together the known and recorded characteristics of that
Party.

.2.1.5.3.1.3 Contact mechanism
Each Party has some form of a Contact Mechanism, or several forms, through which the business or other
Parties can reach it.

.2.1.5.3.1.4 Party Manager - Profile screen
Use the Party Manager - Profile screen to view the details of a Party or to make changes to the Contact
Information information.

.2.1.5.3.2 Group
A Party Group is a collection or affiliation of Parties to which an ID and a name is assigned. The Group has
Contact Mechanisms just as individual parties: electronic address, postal, phone, e-mail, etc.

.2.1.5.3.3 Role
Relationships between individuals and groups are defined by their Role.

.2.1.5.3.3.1 Role may determine response
Mechanisms can be set up to respond differently to an individual based upon his Role in the transaction. For
example, a Customer Role for the Party will be processed differently than an Order Taker Role for the same
Party. Likewise, a Vendor could also be a Customer.

.2.1.5.3.3.2 Consider your Role when contacting
Contacting Parties or Groups should always consider the Role under which they will receive the contact.

.2.1.5.3.4 Comm
The Comm tab under the Party Manager application lists all pending Communications events for the party LogIn
ID currently using the application.

.2.1.5.3.4.1 Each Event is numbered

.2.1.5.3.4.2 Party From ID
Click on the \ [Party From ID\] to be taken to a Profile of the other Party.

.2.1.5.3.4.3 View
Click on the \ [View\] link to see details of the Event.