image268.jpg Add Contact

See also: Business Unit - RibbonAdd Employee to specific Organization Level, Add Region, Add District, Add Office, Add Customer Site

Add Contact button enables you to add a contact to a specific site.

Steps:

  1. On the Service Workspace accordion, in the image1915.gifMy Work expander, select image1916.gifMy Organization.

  2. On the image1917.gifOrganization docked split container, in the Company Organization node, select the site to which you want to add a contact.

  3. On the ribbon bar, in the Site group, click image1926.gifAdd Contact button.

  4. In the New Contact dialog box, enter appropriate details in all the fields.

  5. Click Save and Close.