Contacts Tab

PATH:
Resources
>
Associate Menu
>
Contacts Tab
ROLE PRIVILEGES NEEDED: <udl-white>View Associates<udl-white> | <udl-white>Edit Associate<udl-white> | <udl-white>Delete Associate<udl-white> | <udl-white>Relationship Type<udl-white>

SETUP: <udl-white>Relationship Type<udl-white>

ADD CONTACT INFOEDIT ADDRESS / PHONE INFO | DELETE ADDRESS / PHONE INFO | ADD ANCILLARY PHONE INFO | EDIT ANCILLARY PHONE INFODELETE ANCILLARY PHONE INFO  | ADD EMERGENCY CONTACTSEDIT EMERGENCY CONTACTSDELETE EMERGENCY CONTACTS | QUIZ

ADD CONTACT INFO   <returntomenu>menu ↑<returntomenu>

To set-up associate address and phone number information, click on <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Contact Info<udl-orange> .

Enter the required information and select <btnw>   Save   <btnw> when finished. You can add multiple phone numbers by clicking on the <btnw>    Add Phone   <btnw> button and then entering another number.  You can also indicate which phone number is the preferred contact number by checking the box <icon-bluecheck>xxx<icon-bluecheck> to the left of that specific number.  

EDIT ADDRESS/PHONE INFO <returntomenu>menu ↑<returntomenu>

Select the <udl-orange>[Edit]<udl-orange> link to edit the Address/Phone Info

Enter the required information and select <btnw>   Save   <btnw> when finished.

DELETE ADDRESS/PHONE INFO <returntomenu>menu ↑<returntomenu>

Select the <udl-orange>[Delete]<udl-orange> link to delete the Address/Phone Info

You will be asked if you are sure you want to delete.  Select "OK" to confirm.

ADD ANCILLARY PHONE INFO <returntomenu>menu ↑<returntomenu>

To add an ancillary phone and information, click on <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Phone<udl-orange>.

Enter the required information and select <btnw>   Save   <btnw> when finished.

EDIT ANCILLARY PHONE INFO <returntomenu>menu ↑<returntomenu>

Select the <udl-orange>[Edit]<udl-orange> link to edit the Ancillary Phone Info

Make the necessary changes and select <btnw>   Save   <btnw> when finished.

DELETE ANCILLARY PHONE INFO <returntomenu>menu ↑<returntomenu>

Select the <udl-orange>[Delete]<udl-orange> link to delete the Ancillary Phone Info

You will be asked if you are sure you want to delete.  Select "OK" to confirm.

ADD EMERGENCY CONTACTS <returntomenu>menu ↑<returntomenu>

To add an emergency contact for an associate, click on <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Emergency Contact<udl-orange> .

EDIT EMERGENCY CONTACTS  <returntomenu>menu ↑<returntomenu>

Select the <udl-orange>Edit<udl-orange> link next to the contact you want to update (Edit Emergency Contact Info pop-up displays)

Emergency Contact information appears within the <udl>Contacts<udl> tab, based on priority sequence you assigned.

DELETE EMERGENCY CONTACTS <returntomenu>menu ↑<returntomenu>

Select the <udl-orange>[Delete]<udl-orange> link to delete the Emergency Contacts

You will be asked if you are sure you want to delete.  Select "OK" to confirm.

Interactive Tutorial