Editing Contact Information

About Editing Contact Information

The Edit Company Details window allows you to edit a variety of information associated with an internal organization or company  Within the Contact tab, you can document the direct communication details of the person that is identified as the contact point for a particular organization.  The Contact tab includes information such as the name of key business acquaintances, titles, and all forms of contact information.  This feature is a valuable tool in maintaining an updated database with the latest information for your organization.

When Editing Contact Information

  • You must be logged onto both ENOVIA and CES to access the Edit Company function.

  • Information contained within the Company Header cannot be modified.  This information is created during the initial company introduction and remains constant within the database.

Accessing the Edit Company Details Window

Within CES, there are many methods of accessing the Edit Company Details window. To complete the scenario below, select one of the following methods:

 
If You Are Using the... Then...

Search Results Window

  1. In the Search Results window, select the company that you want to edit.

  2. Right-click, and select Edit Company from the shortcut menu

-OR-

  1. Click the Edit Company button located in the Search Results window's horizontal toolbar.

Properties Window
  1. Within the Properties window of the company that you want to edit, click the Edit Company button located in the Properties window's horizontal toolbar.

How To Edit Company Contact Information

For the following scenario, the Accessing the Edit Company Details Window: Search Results Window method is used to access the Edit Company Details window. 
  1. Conduct a search for the company that you wish to edit.  The Search Results window appears with the companies listed based upon your search criteria.

  2. As shown above, you can access the Edit Company function by either selecting the company and clicking the Edit Company button located in the horizontal toolbar, or right-clicking and selecting the Edit Company entry in the shortcut menu.  The Edit Company Details window appears.

  3. Click the Contacts tab to add and manage contact information for your selected company.  The Contacts tab appears.

  4. To add a contact to this tab, click the Add New Contacts button.  The CreateUpdateForm window appears.

  5. Within the CreateUpdateForm window, you can add any relevant information regarding the contact of your selected company by simply filling in the fields. Notice that the ID and Name fields are mandatory for this update (noted by the red dots), but several other field entries are also available to you.

  6. Once you have completed all the fields, click the Save button to commit your changes to the database.  All entries have been saved and are now displayed in the Contacts tab.

  7. To add an additional address for the existing contact, select the contact from the list, and click the Add New Address button.  The CreateUpdateForm: Add Address window appears.

  8. In the CreateUpdateForm: Add Address window, you can create an additional address for the contact.  This is especially useful when billing, shipping, and mailing addresses for a contact are different.  Complete the field and click the Save button to commit your changes to the database.  The information is updated and is displayed in the Contacts tab.

  9. You can also add contact information by linking.  This is helpful by eliminating the need to re-key information that may already be in the database.  To link a contact to an existing address, select the contact and click the Link to Existing Address button.  The Organization window appears.

  10. Select the address you want to link to, and click the OK button to add this link to the selected contact.  The Edit Company Details window appears and the selected information is linked to the current contact.

  11. You can link to an existing contact the same way. Simply select the contact that you wish to link, and click the Link To Existing Contacts button.  The Organization: List of Companies window appears listing all the contacts from which to chose from.

  12. Select the company contact that you wish to link to, and click the OK button to save your changes.  The Edit Company Details window appears with the linked contact information displayed.

CreateUpdateForm: Add Address Window

This table describes the fields displayed in the CreateUpdateForm: Add Address window.

Fields Description
Street Address 1 Identifies the street address of the company.
Mail Stop Identifies the mail stop of the company.
Street Address 2 Identifies additional street address information for the company
City Identifies the city in which the company resides
Fax Number Identifies the fax number of the company
Main Telephone Number Identifies the main telephone number of the company
Toll Free Number Identifies the toll free number of the company
State Identifies the state in which the company resides
Postal Code Identifies the postal code address of the company
Country Identifies the country in which the company resides
County Identifies the county in which the company resides
Geography Identifies the continent in which the company resides


This table describes the buttons displayed in the CreateUpdateForm: Add Address window:

Button Description
Saves your entry and creates the new company address in the CES database.
Discards your entries.