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Contacts

The Contacts admin module allows you to manage contacts.

See the Tickets Services/Contacts page for more info about contacts.

The Contacts screen is shown below:

You can change the columns that are displayed on the Contacts pane by configuring the grid.

Creating A Contact

To create a contact, click the Create Contact button, and enter the contact information into the corresponding fields.

The following fields are displayed on the Contacts screen. The fields marked with a red asterisk (*) are required.

• Company*
• Name*
• Address 1
• Address 2*
• City*
• County
• State*
• Zip Code
• Phone
• Mobile
• Fax
• Email
• When Created - the date/time the contact was created
• Created By - the Display Name of the user who created the contact

Editing A Contact

After a contact is created, it cannot be edited. If it is necessary to make changes to an existing contact, a new contact must be created, and the old contact must be deactivated.

Follow these steps to create a new contact based on an existing contact.

1. Highlight the existing contact.
2. Click the Clone button. The data will now be editable.

1. Make the necessary changes to the contact information.
2. After all necessary changes have been made, click the Save button.
3. Deactivate the old contact.

Removing A Contact

After a contact is created, it cannot be removed. However, contacts can be deactivated. Deactivated contacts are not displayed in the system. To deactivate a contact, highlight the contact, and click the Deactivate button.