Adding contacts

Follow these steps to add a new contact for your college or university.

Step 1 - maintain contacts

From the Home page and select Maintain Contacts. This will take you to the contact list on the Maintain Contacts page.

Step 2 - create a new contact record

Select Add New Contact. This will create and display a new, blank, contact details record.

Step 3 - provide contact information

Enter details of the person who will be a new contact. The following are mandatory fields:

• Title
• Forenames
• Surname
• Job Title
• Department
• Tel
• Email

Step 4 - assign roles

Use the Assign checkboxes to select the roles the new contact should have. Deselect a role if you want to remove it. There is no limit on the number of roles you can assign.

Step 5 - Complete creation of the new contact

Select Save Changes to add the new contact to those listed for your organisation.

Select Back to return to the contact list.