Individually Enter Employee Contacts
- Read chapter of Administration Manual titled “Contacts,
Members, Vendors & Companies Feature in Detail”.
- Click the Contacts add icon on the Site Administration
Menu page.
- Enter the contacts email address into the Login Name Field
- Enter a password into the Password Field and confirm it.
- Enter the contact’s title into the Title Field.
- 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.
- Click Next button.
- Select Contact Preferences – Always include email for
Media Contacts.
- If desirable enter source of data into Source Field
- Set Active Field to Yes
- Select appropriate Member Types check boxes
- 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.
- Click on Save button