Contacts


When you click on the CONTACTS tab, a list of all contacts associated with this management record is displayed.

  1. Click the CONTACTS tab.

  2. Click the NEW button above the Contacts list.

  3. Select the Contact Relation Type.

You may only include one primary contact per management record, but you may add as many secondary contacts as you need.

 

  1. Check the CONTACT ADDRESS IS SAME checkbox if you want to use the same address as the management record.
  2. Click the NEXT button at the top of the page.  The CONTACT GROUPS page displays as shown below. Using Contact Groups is an optional feature within the application. It allows you to set up a group of business contacts who will receive email notifications about audit results regardless of the recipient's Relation Type. If your organization uses Contact Groups, see Creating a Contact Group.

    If your organization does not use Contact Groups, click the NEXT button on the Contact Groups page and continue with Step 6 below.

    Contact Groups page
  3. Enter the information in the required fields noted with a red asterisk (*) ensuring that you populate the other text fields as you need. Note that if you checked the CONTACT ADDRESS IS SAME checkbox on the previous page, the location's address fields are on the right.
  4. Click the NEXT button.
  5. Enter the contact information. Note that required fields are indicated by an asterisk.
  6. The CONTACT TYPE droplist is populated with the Contact Type that you selected on the previous page. However, if necessary, you may change that selection here.
  7. Check the EMAIL CC checkbox if this is a secondary contact and you want this person to be copied in on any email that is sent regarding this management record.
  8. You may add comments about this contact in the COMMENTS field.
  9. Click the SAVE button.

 

To create a new contact from an existing user:

  1. On the CONTACTS tab, click the CREATE CONTACT FROM USER button.

  2. Select the type of contact you want this user to be, then click the NEXT button.

  3. From the User list, check the box beside the user you want to add as a contact for this management record.
  4. Click the SAVE button. The selected user is added to the CONTACTS tab.

 

To associate a contact with a user in the system:

  1. On the CONTACTS tab, click on the contact name to open the Contact profile page.
  2. Click the ASSIGN USER button at the top.

  3. Locate the user in the list.
  4. Click the SAVE button. (Note that you may use the Search filters to locate the user.)
Contacts may or may not be users in the system.