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FieldDescription
Full NameThe first and last name of the contact
Email (username)The contacts Email address which is also their Username to log into the Customer Portal
TitleThe contacts Title at the company
PhonePhone number for the contact
Contact MethodThis is the contacts preferred method of communication. The Drop-down options will be (Email, Phone, Email or Phone). This information needs to appear on the HelpDesk > Transactions > Tickets screen for this contact.
MobileMobile Phone number for the contact
Location NameThe contacts Location Name (Selected from the Locations tab)
DepartmentThe contacts deparment
Portal AccessEnables/Disabled global access to the Customer Portal. This should be disabled by default. When it's disabled the "Portal Permissions" tab, "Email Login" button and "Change Password" buttons should be hidden. When enabled those buttons and tab are visible.
TimezoneThe timezone the contact is in. This will be important when using the help desk so we know what timezone the contact is in.
NotesGeneral Notes for the contact.
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Here is how to Add Another Contact on Contacts tab:

  1. Open the entity record.
  2. Click the Contacts tab then click Insert button
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  3. Enter the necessary details on the screen. Note that Full Name field is required
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  4. Click Save toolbar button
  5. The created contact will be available on the selection of default contact on Entity tab. 
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  6. When the created contact is selected, Contact NamePhoneEmailMobile, Alt Phone, Alt Email and Timezone and fields will be updated as well. 
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