Siebel Healthcare Guide > Contacts > Managing Contact Information >

Adding Contacts

When end users meet someone in the course of business, they add a contact record for that individual to track pertinent personal information and possible potential future business.

NOTE:  The Personal Contacts List is different from the Contacts Lists because it is designed for contacts not associated with a company. Therefore, in the Personal Contacts List, adding a company to a record does not also add it to the My Contacts view, All Contacts view, and so on. End users must add business contacts in one of the Contacts List views proper. They must create, review, and manage activities for their personal contacts only in the Activities view of the Personal Contacts List view, not in the other Contacts views.

To add a contact

1. Navigate to Contacts > Contacts List.
2. In the Contacts form, click the show more button, add a record, and complete the necessary fields.
3. To specify a privacy level, scroll down to the Privacy Option field and select one of the following:
   • Opt-In. Sharing of non-public personal information is allowed without restrictions.
   • Opt-Out - Affiliates. Sharing of non-public personal information with affiliates is not allowed.
   • Opt-Out - Third Party. Sharing of non-public personal information with third parties is not allowed.
   • Opt-Out - All Parties. Sharing of non-public personal information with any affiliate or third party is not allowed.

     United States law requires that financial institutions disclose their privacy policies regarding the sharing of non-public personal information with third parties and fair credit reporting that impacts the sharing of non-public personal information with affiliates. End users can specify a privacy level by making a selection from the Privacy Option field.

     The Privacy Option field is for registering the privacy level requested by the contact; it does not impact record visibility in any way.

To associate a contact with a company

1. Navigate to Contacts > Contacts List.
2. In the Contacts list, drill down on the desired contact.
3. Click the More Info view tab.
4. In the Company field, click the select button.
5. In the Companies dialog box, select a record from the list of available companies, click Add, and then click OK.

   The application automatically associates the company with the contact and populates the address with the default company address information.

   NOTE:  You can also create a new company record by clicking New, and then associate that company with the contact.

6. To enter an alternate address, click the select button in the Address Line field.
7. In the Contact Addresses dialog box do one of the following:
   • Select an existing address record and click Add.
   • Click New, enter the new address, and then click Save.
8. To specify an address as the contact's primary address, click the Primary field and click OK.

   NOTE:  The primary address in the Contact Addresses dialog box appears in the address fields on the More Info form.

9. In the Time Zone field, select the contact's time zone.