Individually Enter Member 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. Member Types Checkboxes are used in conjunction with many of the special functions of PORTALPRODIGY where Member Type is specific to the function. For example, LRCA Type is used to indicate that a contact is a legislative, regulatory, judicial or executive branch contact to be accessed by the Legislative and Regulator Call to Action feature. Not only should the box be checked for such a contact but the LRCA link next to the box should be clicked so the LRCA contact’s Level, Government Branch and Geographic information can be entered.

12. Click on Save button