Define Contact Person for Bank

Explanation

This activity is used to define contact details for a person at a finance institution. This contact data may be used in case any query is needed.

Prerequisites

In order to perform this activity, basic bank data is required to be registered in the system.

System Effects

There are no system effects.

Window

Bank

Related Window Descriptions

Bank

Procedure

1. Open the Bank window and find a bank for which a contact person needs to be registered.
2. Go to the Contact tab and create a new record in order to start the contact person registration.
3. In the Contact Name field, enter details of the contact person.
4. Enter a contact description in the Description field.
5. In the Communication Method field, specify a method of contacting the person.
6. Enter a contact number in the Value field.
7. In the Address Id field, select an id of the address that the contact person is connected with.
8. Select the Default Method check box in case the contact method is the default one on a given date.
9. Select the Is Default check box if the contact person is the main contact on a given date.
10. Select validity for the contact person in the Valid From and Valid To fields.
11. Save the information.