Individually Enter Employee Contacts

 

1. Read chapter of Administration Manual titled “Contacts, Members, Vendors & Companies Feature in Detail”.

 

2. Click the Contacts add icon on the Site Administration Menu page.

 

3. Enter the contacts email address into the Login Name Field

 

4. Enter a password into the Password Field and confirm it.

 

5. Enter the contact’s title into the Title Field.

 

6. Enter company name into Company Name - Data can be entered into this field without linking it to a company record. However, it may be desirable to have a Contact Record related to a specific Company Record. In such a case, the search icon should be clicked to activate the company search interface. The Company Record should be located and selected.

 

7. Click Next button.

 

8. Select Contact Preferences – Always include email for Media Contacts.

 

9. If desirable enter source of data into Source Field

 

10. Set Active Field to Yes

 

11. Select appropriate Member Types check boxes

 

1. Employee Type is used to indicate that a contact is a member of the organization’s staff. It is used in conjunction with some of the special functions of PORTALPRODIGY where Member type is specific to the function. For example, the Assign To selection field in the Tickler/Note selection filed only displays contacts with Employee Member Type checked.

 

12. Click on Save button