Viewing Contact Summary


Concept


Steps:

  1. Begin by navigating to the Organization Contacts Summary page.

     

    Click the Campus Community link.

    Step 1
  2. Click the Organization link.

    Step 2
  3. Click the Organization Contacts Summary link.

    Step 3
  4. Enter the desired information into the External Org ID field. Enter

     a valid value
     e.g.
     "0061"
    .

    Step 4
  5. Click the Search button.

    Step 5
  6. Use the Organization Contacts Summary page to review the contacts for a specific organization.

    Step 6
  7. Click the View Primary Location link to access the Organization Primary Location page, where you can view data for the primary location for this organization.

     

    Click the View Primary Location link.

    Step 7
  8. Use the Organization Primary Location page to view data for the primary location for an organization. This page is for viewing purposes only. You cannot enter or modify data on this page. Information here is from the Organization Locations page.

    Step 8
  9. Click the Return button.

    Step 9
  10. You can narrow the view of the listed contacts by using the Contact Type look up button to select a specific contact type (for example, Teacher, Guidance Counselor, or Principal).

     

    In this example, you want to view all contacts.

    Step 10
  11. Click the Edit Contacts icon to access the Contact Summary page, where you can edit or update data for this organization contact.

     

    Click the Edit Contacts button.

    Step 11
  12. The topic Entering Organization Contacts contains information about how to update organization contact data in your system.

     

    Click the Back button.

    Step 12
  13. Click the contact name link to launch your email program and send a message directly to this contact.

    Step 13
  14. Click the Details link to access the Organization Contact Detail page, where you can view phone and electronic address information for this organization contact.

     

    Click an entry in the Details column.

    Step 14
  15. Use the Organization Contact Detail page to view the mailing and electronic addresses and phone information for this contact. This page is for viewing purposes only. You cannot enter or modify data on this page. Information displayed here is from the Contact Detail page.

    Step 15
  16. Click the Return button.

    Step 16

You have successfully viewed contact summary information for an organization.

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