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

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
Phone and MobiePhone and Mobile number for the contact
Location NameThe contacts Location Name (Selected from the Locations tab)
Address | City | Zip | State | Country | Time ZoneData will come from selected location
TimezoneThe timezone the contact is in. This will be important when using the help desk so we know what timezone the contact is in.
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 contactLocation NameThe contacts Location Name (Selected from the Locations tab)DepartmentThe contacts deparment
DepartmentThe contact's department
Email DistributionEnables the email sending the selected transaction types
TypeUsed to determine the contact type, for CRM
NotesGeneral Notes for the contact.
User Portal Settings | Enable
Portal Access
Enables/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.
User RoleSelection of portal user roles
Portal URLLink to portal url
Expand
title16.x

Here is how to Add Another Contact on Contacts tab:

  1. Open the entity record.
  2. Click the Contacts tab then click Insert button
    Image Added
  3. Enter the necessary details on the screen. Note that Full Name and Timezone fields are required
    Image Added
  4. Click Save toolbar button
  5. The created contact will be available on the selection of default contact on Entity tab. 
    Image Added
  6. When the created contact is selected, Contact Name, Phone, Email, Mobile, Timezone and Contact Information fields will be updated as well. 
    Image Added
Expand
title15.4

Here is how to Add Another Contact on Contacts tab:

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

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