Entering staff contact information

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  1. From the Setup menu, choose Staff.
  2. In the Staff screen, do one of the following:
    • For new staff, click the Add button.
    • For existing staff, select the staff member from the list, and click the Edit button.
  3. Click the Contact Info tab.
  4. Enter the contact information in the fields provided.

For additional tasks, see the links at the bottom of this topic.

  • The File as field is a required field.
  • The City, County, Country, and Zip fields are custom fieldview fields.
  • Click the Down arrow Down arrow button button to change the label on a phone number or address (for example, from Home to Mobile).
  • Click the Get directions link to view driving directions from your office to the staff member’s location using MapQuest. The directions will open in your default web browser.
  • You can enter up to three email addresses. Click the Down arrow Down arrow button button to switch between email address records.

Related topics:

Setting up portals for staff and offices

Setting up contact categories

Setting up additional contacts

Setting up associations

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