Creating a Person

1. Select Setup > Contacts. The Contact Manager appears. Click the People tab at the bottom of the Manager.

2. From the Contact menu, select New > Person. Or right-click anywhere in the Contact Manager window and select New > Person from the popup menu. The Create Person window appears.

   • Select the General tab to enter the person's name, associated vendor, and addresses. Click the Full Name button to add first name, middle name and last name details. If desired, select an associated vendor for the contact, using the drop-down list provided. If desired, select an address type (Billing/Physical/Service) from the drop-down list and then click the Address button to input the address details in the Address window.

   • Select the Contact Info tab to enter email addresses and phone numbers.

3. After making your selections, click OK.

General tab

1. Create the person's name by clicking the Full Name button. The Name window appears.

   1. create the appropriate fields.

   2. Click OK. The Name window closes.

2. If applicable, select a new vendor.

   • If the vendor does not exist, refer to Creating a Vendor.

3. Create an address by selecting the appropriate address type (/Building/Physical/Service) from the drop-down menu, then clicking the Address button. The Address window appears. Input the requested contact address information in the fields provided.

• Repeat step 3 to create other addresses. Click OK when done to save changes and exit the Address window. Then click OK again to close the Create Person window.

Contact Info tab

1. Create an email address by selecting the email type (Alternate/Business/Home), then pressing the Tab key to highlight the existing e-mail. Use the computer keyboard to input the updated address.

2. Create a phone number by selecting the desired Phone type from the drop-down menu and then clicking the Plus button (+) for the desired Phone type (the Phone window will open) and then using the computer keyboard to input current information. Then cick OK to save changes and close the Phone window. Then click OK again to close the Create Person window.