LOADROLE Miscellaneous Function

Please find below a list of Formulas you can cut and paste onto your forms to help ensure that the hierarchy of contacts is observed:

Specific Role

General Role

Main Contact

To add the field to your form navigate to:

Utilities > Forms Designer

Then Open the form File > Open

Then to add a formula Click on Add Formula (F(x))

The Formula Option window will open, Cut and Paste the formula in the Formula Box, Click OK.

Click and drag the field into the correct position on the form, then Save the changes.

List of formulas that can be copied onto your form:

Role Description

Formula

General Contact

"LOADROLE[ACACC,General_Contact] DBF[CONAME]

"LOADROLE[ACACC,General_Contact] DBF[COEMAIL]

"LOADROLE[ACACC,General_Contact] DBF[COPHONE]

"LOADROLE[ACACC,General_Contact] DBF[COJOBTIT]

Send Invoice

"LOADROLE[ACACC,Send_Invoice] DBF[CONAME]

"LOADROLE[ACACC,Send_Invoice] DBF[COEMAIL]

"LOADROLE[ACACC,Send_Invoice] DBF[COPHONE]

"LOADROLE[ACACC,Send_Invoice] DBF[COJOBTIT]

Send Quote

"LOADROLE[ACACC,Send_Quote] DBF[CONAME]

"LOADROLE[ACACC,Send_Quote] DBF[COEMAIL]

"LOADROLE[ACACC,Send_Quote] DBF[COPHONE]

"LOADROLE[ACACC,Send_Quote] DBF[COJOBTIT]

Send Order

"LOADROLE[ACACC,Send_Order] DBF[CONAME]

"LOADROLE[ACACC,Send_Order] DBF[COEMAIL]

"LOADROLE[ACACC,Send_Order] DBF[COPHONE]

"LOADROLE[ACACC,Send_Order] DBF[COJOBTIT]

Send Delivery Note

"LOADROLE[ACACC,Send_Delivery_Note] DBF[CONAME]

"LOADROLE[ACACC,Send_Delivery_Note] DBF[COEMAIL]

"LOADROLE[ACACC,Send_Delivery_Note] DBF[COPHONE]

"LOADROLE[ACACC,Send_Delivery_Note] DBF[COJOBTIT]

Send Receipt

"LOADROLE[ACACC,Send_Receipt] DBF[CONAME]

"LOADROLE[ACACC,Send_Receipt] DBF[COEMAIL]

"LOADROLE[ACACC,Send_Receipt] DBF[COPHONE]

"LOADROLE[ACACC,Send_Receipt] DBF[COJOBTIT]

Send Statement

"LOADROLE[ACACC,Send_Statement] DBF[CONAME]

"LOADROLE[ACACC,Send_Statement] DBF[COEMAIL]

"LOADROLE[ACACC,Send_Statement] DBF[COPHONE]

"LOADROLE[ACACC,Send_Statement] DBF[COJOBTIT]

Send Debt Chase 1

"LOADROLE[ACACC,Send_Debt_Chase_1] DBF[CONAME]

"LOADROLE[ACACC,Send_Debt_Chase_1] DBF[COEMAIL]

"LOADROLE[ACACC,Send_Debt_Chase_1] DBF[COPHONE]

"LOADROLE[ACACC,Send_Debt_Chase_1] DBF[COJOBTIT]

Send Debt Chase 2

"LOADROLE[ACACC,Send_Debt_Chase_2] DBF[CONAME]

"LOADROLE[ACACC,Send_Debt_Chase_2] DBF[COEMAIL]

"LOADROLE[ACACC,Send_Debt_Chase_2] DBF[COPHONE]

"LOADROLE[ACACC,Send_Debt_Chase_2] DBF[COJOBTIT]

Send Debt Chase 3

"LOADROLE[ACACC,Send_Debt_Chase_3] DBF[CONAME]

"LOADROLE[ACACC,Send_Debt_Chase_3] DBF[COEMAIL]

"LOADROLE[ACACC,Send_Debt_Chase_3] DBF[COPHONE]

"LOADROLE[ACACC,Send_Debt_Chase_3] DBF[COJOBTIT]