Entering staff contact information

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Enter contact information for staff such as name, address, phone number, and more.

  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.
    In a custom fieldview field, you can enter the information or select it from the drop-down list. If you need to add a new item to the list, type the item you want to add and press CTRL+S while the cursor is still in the field. You can also right-click the field and choose Add, Edit, or Delete from the context menu.
  • Click the Down arrow 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 Down arrow 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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