Entering staff contact information
Enter contact information for staff such as name, address, phone number, and more.
- From theSetupmenu, chooseStaff.
- In theStaffscreen, do one of the following:
- For new staff, select theAddbutton.
- For existing staff, select the staff member from the list, and select theEditbutton.
- Go to the Contact Info tab.
- Enter the contact information in the fields provided.
note
- TheFile asfield is a required field.
- TheCity, County, Country,andZipfields 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 chooseAdd, Edit,orDeletefrom the context menu.
- Select the Down arrow
button to change the label on a phone number or address (for example, from HometoMobile). - Select theGet directionslink 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. Select the Down arrow
button to switch between email address records.