Contacts

Creating New Contacts 

After you have logged in, click on the Partners Drop-Down tab and hover mouse over Contacts. Then you would have the option to Add Contacts (+New Contacts) or to View All Contacts, click on (All).

Adding Contacts Through the Contacts List Page 

• Click on +New Contacts on the top right corner to Add Contacts through the Contacts List Page as shown below. 

New Contacts  

When a New Contact is created, you will be prompted to the screen below. 

• Information about the Contact can be filled here. *Note: (Email and Date & Time) is a required field. Certain fields can be configured to be required.  
• Once all information has been entered, click Save. 

Contact Configuration

In the Contact Configuration Page, there are five different tabs (Details, Customers, Suppliers, Comments, Attachments). 

Details 

1. Information can be edited in the Contact Details Page. 
2. Once edits have been made, click Save. 
3. The Contact Details Page displays the information that was created.

Customers

Customers are used to represent personnel for Contacts. Using the +Assign Contacts, Contacts can be assigned for the Customer. 

Assign the Customer for the Contact.

Once a Customer has been assigned, click Save.  

When a Customer has been assigned, it will be displayed as a list.

• Clicking on the Trash Icon will delete the Customer. 

Supplier 

Suppliers are used to represent personnel for Contact. Using the +Assign Contacts, Suppliers can be assigned for the Contact.

Assign the Contact for the Supplier 

Once a Contact has been assigned, click Save. 

When a Supplier has been assigned, it will be displayed as a list. 

• Clicking on the Trash Icon will delete the Supplier. 

Comments

Enter Comments into the blank field and click Post.

Attachments

1. 1. To attach file(s), click on Choose Files. 
   2. Once the file(s) is selected, click on Upload.

Below shows the Uploaded File and the different options to manage the files (Download File and Remove File).