Add Contact Information

For each person in the system, three types of contact information may be added: personal, or home, contact; work contact; and other contact. Only one contact may be added for each type. Contact information may be added at any time after the record is created. All contact fields are optional.

1. In the record, click Contact Information in the side menu to jump to the "Contact Information" section of the record.

2. Click the link for the type of contact information to add.

3. Enter the full Mailing Address.

4. Enter a primary Telephone Number.

5. Enter an Alternate Telephone Number, such as a mobile phone.

6. Enter a Fax Number.

7. Enter an Email Address.

8. Enter any Notes about the contact.

9. Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. The new contact information will display in the person's record.

10. Repeat for each type of contact to add for the person.

Troubleshooting

The correct Add Contact link doesn't appear.

Make certain that contact information hasn't already been added. For example, if the "Add Personal Contact" link doesn't appear, check the "Contact Information" section of the record for a "Personal Contact Information" section. You can then change the previously entered contact information.

Contact information that was previously entered needs to be changed.

In the record under the "Contact Information section, click Update This Information beside the type of contact information to change and edit any field.