The Contacts page manages the laboratory's clients and associates.
| Button | Action |
|---|---|
| Add — Create a new record | |
| Columns — Show/hide table columns | |
| Filters — Open/close the filter panel. A red dot indicates active filters | |
| Export CSV — Download table data as a CSV file | |
| Orientation — Toggle between portrait and landscape printing | |
| Print — Generate a PDF of the current view | |
| Help — Open the help dialog | |
| Search — Quick search through table data |
Clicking the icon on each row shows:
The contact record is split into 4 tabs: Info, Addresses, Phones, Emails. The last three are enabled only after the contact is first saved from the Info tab; until then they show disabled.
| Field | Description |
|---|---|
| First Name | Contact's first name |
| Last Name | Contact's last name |
| Father's Name | Father's name |
| Contact Type | Contact category (for example Client, Supplier) |
| Title | Title/salutation |
| Gender | Male or Female |
| Tax ID | Tax Identification Number |
| AMKA | Social Security Number (11 digits) |
| Date of Birth | Date of birth |
| Website | Website address |
| Description | Free text |
| Portal Email / Portal Active / Portal Password | Customer-portal access; the password field is only filled in to set or change it (8–64 characters) |
| Email Notifications | Receive notifications by email |
A contact can have multiple addresses, phone numbers, and emails, each in its own list (not fixed "Phone 1 / Phone 2" fields). One entry per list can be flagged Primary — that entry shows on the contacts list.
| Field | Description |
|---|---|
| Label | Free text (for example "mobile", "billing") |
| Primary | Flags the primary entry in the list |
| Address / Phone number / Email | The value, depending on the list |
| Postal Code, Municipality, City | Addresses only; City is filtered by the selected Municipality |
| Notes | Free text |
These three lists each have their own Columns button, with an Display tab (label, width and alignment per column) and a Print tab. Whatever you set there applies both on screen and in the list PDF.
The Agreements tab holds the customer's standing terms: what was agreed, for which scope, under which decision rule, and from when it applies. With no agreement in force, every sample from this customer that is not covered by an order shows a §7.1 gap on the vertical audit pack.
| Field | Description |
|---|---|
| In Force From | Required — the date the terms start applying |
| Agreed Scope | The analysis types the agreement covers; empty means all of them |
| Agreed Requirements | Required (§7.1.1a) — the text an assessor reads, up to 4000 characters |
| Decision Rule · Decision Rule Notes | The rule agreed for statements of conformity |
| The laboratory performs sampling | ΚΟ-ΔΕΙΓΜ §E4 — sampling by the laboratory is an accredited activity and must be covered by the contract |
| Method Selection Rationale | Why these methods were chosen |
| Capability & Resources Confirmed | §7.1.1b — required before the review |
| Customer Acknowledged · Acknowledgment Method | When and how the customer accepted |
| Notes | Free text |
The agreements list also shows the Agreement No. and the In Force To date. Neither is filled in from the dialog: the number is assigned automatically and the "to" date is written when the agreement is superseded.
The Agreed Scope has a consequence for conformity: when a sample is evaluated, an agreement naming that specific analysis type is preferred, and the general one is used only if there is no such agreement. So a customer can have stricter terms for one analysis and general terms for the rest.
At the top of the dialog there is a collapsible agreement guide covering the three things an assessor checks. It is worth reading once: it explains why the "accuracy" a customer asks for has to be resolved into a defined uncertainty treatment, and when the laboratory owes a statement of conformity even unasked.
An agreement is born a Draft and covers nothing in that state. Review & Activate puts it in force and supersedes the customer's previous agreement.
The Contract Coverage page is the inverse view: it shows which customers have work with no retained review record at all, neither an order nor an agreement in force on the sample's date (§7.1.8).
The Portal Email, Portal Active and Portal Password fields give the customer access to the portal, where they see their own samples and reports. The password is only filled in when it is being set or changed.
Points at — this page does not stand without these:
Used by — a change here shows up in these:
no customer produces a report with no recipient.
for every sample of theirs that does not belong to an order. That page exists precisely to show it.
delivered by hand only.
would break traceability.