Setup Questions Rentable Item Types - More Contact Info

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task.

Field List

Refer to the following topic for more information: Rentable Item Types.

Instructions

  1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
  2. Confirm that you have read the setup details on the topic.
  3. Answer each of the questions on this page.
  4. Use your answers to set up the system.

Questions for More Contact Info Tab

Preferred Method of Contact

What is the preferred method of contacting bank that holds the account?
By Phone1-3
refers to Contacts 1-3 that you set up on this tab.

Circle one: By Phone1, By Phone2, By Phone3, By Email, By Fax

Email

What is the email address  for the contact?

Enter a valid email address: _____________________________

Fax

What is the fax number for the contact?

Enter a valid fax number: _____________________________

Contact 1

What is the contact information for the contact?

Title: _________________________________

First Name:       _________________________________

Middle Initial:     _________________________________

Last Name:       _________________________________

Phone: ________________________________

Contact 2

What is the contact information for the contact?

Title: _________________________________

First Name:       _________________________________

Middle Initial:     _________________________________

Last Name:       _________________________________

Phone: ________________________________

Contact 3

What is the contact information for the contact?

Title: _________________________________

First Name:       _________________________________

Middle Initial:     _________________________________

Last Name:       _________________________________

Phone: ________________________________

Notes

Do I have notes to add (maximum 255 characters)?

_________________________________________

_________________________________________

_________________________________________

_________________________________________

_________________________________________

_________________________________________

See Also

Rentable Items Overview

Rentable Item Types

Global Overview

Setup Sequence

 

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