Configuring the Contact tab

This topic describes how to configure the Contact tab.

Gosu classes that implement features for the Contact tab

The following table describes some of the classes that implement features related to the Contact tab.

Gosu class	Description
ContactAssociationFinder.gs	Contains code for finding accounts, policies, claims, and billing accounts related to the contact file.
ProductCodeFilterSet.gs	Contains code for filtering products on contact file list views.
JobFilters.gs	Contains code for filtering status and policy transactions in contact file list views. See the `StatusFilterSet` and JobTypeFilterSet methods.
`PolicyPeriodBaseEnhancement.gsx`	Contains code that gets the `PeriodDisplayStatus`. The Contact File Policies screen uses this status to filter policy periods.
ClaimSearchCriteria.gs	Contains code for searching on the Contact File Claims screen.
`ContactEnhancement.gsx`	Contains code that gets the `PolicyPeriods` property. The Contact File Claims screen uses this property to return the bound policy periods that are related to this contact and for which the user has view permissions.

PCF files in the Contact tab

The following table describes some of the PCF files used in the Contact tab user interface.

PCF file	Description
TabBar.pcf	Contains the Contact tab.
ContactFile.pcf	The main PCF file for displaying Contact File Details. The default tab is ContactFile_Details.pcf.
ContactFile_Accounts.pcf	The main PCF file for Contact File Accounts.
ContactFile_Billing.pcf	The main PCF file for Contact File Billing.
BCAccount.pcf	Exit point to BillingCenter.
ContactFile_Claims.pcf	The main PCF file for Contact File Claims.
ContactClaimsLV.pcf	Contact claims search results list view.
ClaimDetailsCV.pcf	Detail card panel for selected claim in search results list view.
ClaimDetailsDV.pcf	Detail view for selected claim in search results list view.
ViewClaim.pcf	Exit point to ClaimCenter.
ContactFile_Details.pcf	The main PCF file that contains the Contact Detail and Addresses tabs on the Contact File Details screen. The PCF files for each tab are AccountContactDV.pcf and AddressesPanelSet.pcf.
ContactFile_Policies.pcf	The main PCF file for the Contact File Policies page.
ContactFile_WorkOrders.pcf	The main PCF file for Contact File Policy Transactions.
ContactFileInfoBar.pcf	Displays brief information about the contact. Appears below the Contact tab and above the Contact File.
ContactFileMenuActions.pcf	The Actions menu for the contact file.
CreateAccountForContact.pcf	Account creation page for the contact file.
ContactForward.pcf	Forwards the user to Search Contacts or the contact file depending on the contact.
ExternalContactFile.pcf	Displays the contact file for external contacts.
ExternalContactFile_Details.pcf	Displays the Contact Detail and Addresses tabs for external contacts. The PCF files for each tab are AccountContactDV.pcf and AddressesPanelSet.pcf.
ExternalContactFileMenuActions.pcf	The Actions menu for the contact file for an external contact.
NewContact.pcf	The main PCF file for the New Contact page.
ContactPanelSet.pcf	Main panel set for the create new contact page.
ContactSearch.pcf	Main PCF file for Search Contacts page.
ContactSearchScreen.pcf	Main screen for contact search which displays search parameter and search results.
UserPrefsDV.pcf	User preferences page, which includes the maximum recent contacts setting for each user.