The Organizational Contact Lookup is used to search information on the various organizational contacts for an organization entity. The organization contact may or may not be an existing person entity in the database depending on the rules and procedures at your institution. For example, use this lookup to search for all entities that have a particular contact ID, a specific contact type or all contact organizations that have a specific contact type.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Data Fields:
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Contact ID |
The entity ID number of the contact that you wish to look up, if the contact is in the database. This field and the Name field are mutually exclusive, meaning that you may enter in information in one of the two fields but not both of them. If you enter in the Contact ID number in this field, the system will automatically populate the Name of the contact in the Name field below. |
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Name |
The name of the contact for the organization entity that you wish to look up. This field and the Contact ID field are mutually exclusive, meaning that you may enter in information in one of the two fields but not both of them. |
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Type |
The type of relationship between the individual and the organization that you wish to look up. Values in this drop-down list are validated against the tms_contact table (CF). |
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Title |
The title of the contact that you wish to look up. |
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Salutation |
The salutation of the contact that you wish to look up. |
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Phone |
The phone number of the contact that you wish to look up. |
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Address |
The address of the contact that you wish to look up. |
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Addr Type |
Addr Type The address type of the contact that you wish to look up. |
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Comment |
Comment on this contact record that you wish to look up. |
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Start Date |
Date this contact began to serve as a contact for the entity that you wish to look up. Must be a valid partial date preceding the stop date. |
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Stop Date |
Date this contact ceased to serve as a contact for the entity that you wish to look up. Must be a valid partial date following the start date. |