The Digicomm form is a multi-row form. This form is used for entering the client's digital communications type and "number to call" for the communication type. After saving changes to the form an additional entry line will appear to allow for more communication types to be entered.
The client's Person form must be created or navigated to in order to open the client's DigiComm form.
- DigiComm. Use the Person Search link located at the top of the CIS form window to open the client's Person form. If the client has not been entered in the Person form, then create the client's Person form before continuing. Next click on the DigiComm link in the toolbar.
The following describes the fields for entering the client's communication related information.
- Comm Type. Select the client's communication type from the drop-down list.
Note: See Navigating Drop-Down Lists.
- Comm Value. Enter the applicable "number to call" for the selected communication type. For example if the comm type is a cell phone, then enter an area code and number. If the comm type is an email address, then enter the email address.
- Date From. If the comm type is current then leave the default date in the field. If the comm type is not currently available but will be in the future, then enter the date it will be available.
Note: See LOV (Calendar) and Eraser.
- Date To. If the comm type is known to be unavailable in the future, then select the date it will become unavailable. Otherwise leave the default date in the field.
Note: See RedX (Delete).
Attention: Clicking on the Delete link will pop a window confirming the action of deleting the item. Clicking on the OK will permanently delete the item.
- Save Changes. Click on Save Changes (or press the Enter key when highlighted) to add the records to the form. An additional record will be added to the form every time the form is saved.
Navigating Client Information Services (CIS)