Adding a Contact

To make it easier for you to select a contact when needed, add frequent business contacts to your profile. Your email contacts can be a good source of contact information.

To add a contact:

  1. Select My Contacts from the User Menu. The Search Contacts screen is displayed.

  2. Click Add a New Contact. The Contact Information pane is displayed.

    Add_a_New_Contact_Details_Pane.jpg
  3. Type the contact’s first and last names in the appropriate fields.

  4. Complete any additional fields that are required by your organization, or that you might find useful later.

  5. Click the Addresses tab to display the Addresses pane.

    Addresses_Pane.png

     

  6. Click + to add a row.

  7. Complete any address information required by your organization.

  8. Click the Phone Numbers tab to display the Phone Number pane.

    Phone_Numbers_Pane.png

     

  9. Click + to add a row.

  10. Add any phone information required by your organization.

  11. Click Save when you are finished.

 

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