Adding Contacts

1. On the Go To menu, click Contacts.

   -or-

   On the Home page in the navigation pane, click Contact List.

2. On the right, under Contacts, click Add Contact.
3. Select a Contact Type in the list.
4. Enter the contact information in the boxes.
5. Click Save to add the contact to the Contacts grid.
6. Click the contact name in the Contacts grid to open the Contact Information page for that contact.
7. Enter the Contact and Communication information in the boxes.
8. Do any of the following:
   • Click Show Alerts to view a list of required contact information.

     An alert appears next to any inputs that require an entry. Enter the required inputs and click Show Alerts again to ensure the required contact information is complete.

   • Click Save to save the contact information.
   • Click Close to close the Contact Information page and go to the Home page.

     If you did not save changes, a message box opens.

     • Click Yes to save your changes and close the page.
     • Click No to close the page without saving changes.
     • Click Cancel to return to the Contact Information page and resume adding or changing information for this contact.