Create Location Contacts

Owned by Kyle Gray (Unlicensed)
Last updated: Apr 01, 2019 by Dan Le (Deactivated)Version comment

Contacts can be associated with specific locations.

Step-by-step guide

  1. Select Operations >  Locations >. Select Location Register tab.

  2. Browse for the required location within the Location Name column.

  3. Click [Details] to view all the information associated with the location. The Location Details screen is displayed.

  4. Select General Details from the Location Profile pane. The Contacts pane is displayed.

  5. Click  in the Contacts pane. The Contact Details screen is displayed.

  6. Select ‘Create New Contact’ from the Name drop-down list. The Contact Details dialog box is displayed.

    Alternatively, if the required contact is already in the drop-down list, select the contact's name and proceed to Step 9.

  7. Enter the contact's personal information in the applicable fields.

  8. Click to save the new contact. The Contact Details dialog box is closed and the new contact is selected in the Name drop-down list.

  9. Select the required tick box(es) in the Type and Association fields.

  10. Enter a description of the contact in the Description field.

  11. Click. The contact is displayed in the Contacts pane on the Location Details screen.

Video Guide: