Enter contact information for staff such as name, address, phone number, and more.
- From the Setup menu, choose Staff.
- 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.
- Click the Contact Info tab.
- Enter the contact information in the fields provided.
For additional tasks, see the links at the bottom of this topic.
Notes
- The File as field is a required field.
- The City, County, Country, and Zip fields are custom fieldview fields.
- Click the Down arrow 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 button to switch between email address records.
Related topics:
Setting up portals for staff and offices
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