Adding Contact Information

You can add the basic information of the user using the Contacts pane of the Manage Users screen.

Open the Manage Users screen, and fill in the fields on the Info and Addresses tabs first.
  1. Open the Contacts tab.
    Contacts and Contact Details panes
  2. Perform one of the following steps:
    • On the screen toolbar, click the Add Contact button: Add Contact button
    • On the shortcut menu, click New and select the contact type you want to add. for example, External Contact.
    The fields in the Contact Details pane are activated.
  3. Fill in the following fields:
    • Contact Type - Automatically filled in when you select the contact type after clicking New.
    • Title - Appellation indicating status of contact, for example, Mr.
    • First Name - First name of the user.
    • Last Name - Last name of the user.
    • Company - Name of the organization to which the user belongs.
    • Job Title - Position of the user in the organization.
    • Comments - Any additional information on the user.
    • Mobile - Mobile phone number of the user.
    • Email - Email address of the user. If the check box is selected, the preferred communication method of the user is by email.
  4. Click Save.
  5. Click Save in the Contacts pane.
  6. Click Next.
  7. Optional: Click Next to proceed with adding other information.