Entering Organization Contacts


Concept


Steps:

  1. Begin by navigating to the Contact Summary page.

     

    Click the Campus Community link.

    Step 1
  2. Click the Organization link.

    Step 2
  3. Click the Create/Maintain Organizations link.

    Step 3
  4. Click the Organization Contacts link.

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

     a valid value
     e.g.
     "0061"
    .

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the Contact Summary page to view a summary of the contact data.

    Step 7
  8. The Contact field display the number of this contact person in the list of contacts for this organization.

     

    The system automatically assigns the next sequential number to each contact that you add. You can manually override these numbers to rearrange the order of the contacts.

    Step 8
  9. As you can see, there are currently no contacts on file in the system. Click the Contact Details link to access the Contact Detail page to add department information.

     

    Click an entry in the Contact Details column.

    Step 9
  10. Use the Contact Detail page to specify the contact for the organization.

    Step 10
  11. If the person exists in your database, you can use the ID field to enter the ID. The rest of the fields on this page will default based on the ID selected.

     

    In this example, an ID does not exist for this person.

    Step 11
  12. Click in the Contact Name field.

    Step 12
  13. Enter the desired information into the Contact Name field. Enter

     a valid value
     e.g.
     "Webb,Flores"
    .

    Step 13
  14. Click in the Job Title field.

    Step 14
  15. Enter the desired information into the Job Title field. Enter

     a valid value
     e.g.
     "Director of Admissions"
    .

    Step 15
  16. In the Contact Type field, enter the type of contact (for example, Teacher, Principal, Guidance Counselor, or Primary Contact) from the Contact Type Table page.

     

    Click in the Contact Type field.

    Step 16
  17. Enter the desired information into the Contact Type field. Enter

     a valid value
     e.g.
     "PRI"
    .

    Step 17
  18. You can enter a department number from the Organization Departments page.

     

    Click in the Department field.

    Step 18
  19. Enter the desired information into the Department field. Enter

     a valid value
     e.g.
     "1"
    .

    Step 19
  20. Click the Add Department button to access the Department Detail page to add a department for this contact.

    Step 20
  21. In the Contact Address group box, select which address should be used as the address for the contact.

     

    If you select the Location or Address Type option you must also specify which location or address type to use.

    Step 21
  22. Click the Department option.

    Step 22
  23. Click the Refresh button.

    Step 23
  24. Notice that the system displays the department address on file in the system.

    Step 24
  25. Next, enter the email address for this contact in the organization.

     

    Click in the Email ID field.

    Step 25
  26. Enter the desired information into the Email ID field. Enter

     a valid value
     e.g.
     "webb_flores@southpadre.edu"
    .

    Step 26
  27. Click the vertical scrollbar.

    Step 27
  28. Next, enter cell phone information for this individual.

     

    Click the Add Row button.

    Step 28
  29. Click the Phone Type list.

    Step 29
  30. Click the Mobile list item.

    Step 30
  31. Click in the Prefix field.

    Step 31
  32. Enter the desired information into the Prefix field. Enter

     a valid value
     e.g.
     "956"
    .

    Step 32
  33. Click in the Phone field.

    Step 33
  34. Enter the desired information into the Phone field. Enter

     a valid value
     e.g.
     "5558889"
    .

    Step 34
  35. Click the Save button.

    Step 35
  36. Before saving, the system gives you the option to set this contact as the primary. In this example, you do want to set Flores Webb as the primary contact.

     

    Click the Yes button.

    Step 36

You have successfully entered organization contact information.

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