Creating a Contact

A contact can be created starting either from the supplier or site record. To create a new contact:

  1. Select the New Contact action. The Contact Details page appears.

    Figure 4-1 Contact Details Page for Creating a New Contact

    This figure shows the page for creating a new contact.

    Table 4-1 describes the fields in this page.

    Table 4-1 Contact Details Fields for Adding a New Contact

    Field Description

    Name

    Enter a name or select a name from the drop-down list. Mandatory field.

    Email

    Enter the email address for this contact. Mandatory field.

    Alternate Email

    Enter an alternate email address, if available.

    Mobile Phone Number

    Enter a mobile phone number, if available.

    Phone Number

    Enter the phone number for this contact. Mandatory field.

    Fax

    Enter a fax number, if available.

    Job Title

    Enter a job title, if available.

    Is this contact a Supplier Contact

    • When creating a contact from the Supplier record, this field is set to Yes.

    • When creating a contact from the Site record, this field is set to No.

    Supplier Contact Roles

    Select the supplier-level roles for this contact from the list of available roles. This field is only available when creating a contact from the Supplier record. Mandatory field.

    Is this contact a Site Contact

    • When creating a contact from the Supplier record, this field is set to No.

    • When creating a contact from the Site record, this field is set to Yes.

    Site Selection

    • When set to Selected Sites, the sites must be chosen in the Selected Sites field.

    • When set to All Sites, this contact is used for all sites for this supplier, including any sites added later.

    Selected Sites

    Select the sites to be assigned to the contact. This field is only displayed when Site Selection field is set to Selected Sites. Mandatory field.

    Site Contact Roles

    Select the site-level roles for this contact from the list of available roles. This field is only available when creating a contact from the Site record. Mandatory field.

    Comments

    Enter any comments.

    Address

    If a name is selected from the list of users, the address is automatically filled in:

    • When creating a contact from the Supplier record, this field is set to the supplier address.

    • When creating a contact from the Site record, this field is set to the site address.

  2. Enter the information for this contact. When all the information is entered, select the Save action. The new contact is created.