Enter staff contact information
Enter contact information for staff such as name, address, phone number, and more.
- SelectSetup, thenStaff.
- Do one of the following:
- For new staff, selectAdd.
- For existing staff, select the staff member from the list, then selectEdit.
- Select theContact Infotab.
- Enter the contact information in the fields provided.note
- TheFile asfield is a required field.
- TheCity, County, Country,andZipfields are custom fieldview fields. In acustom fieldviewfield, you can enter the information or select it from the dropdown list. If you need to add a new item to the list, enter the item you want to add and pressCTRL+Swhile the cursor is still in the field. You can also right-click the field and selectAdd, Edit,orDeletefrom the context menu.
- SelectDownto change the label on a phone number or address (for example, fromHometoMobile).
- Select theGet directions linkto view driving directions from your office to the staff member’s location using MapQuest. The directions will open in your default web browser.
- Enter up to 3 email addresses.
- SelectDownto switch between email address records.