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==Creating a Contact== A contact is utilized when referring to an asset, specifically a piece of hardware. This is the organization and person you would contact if the asset has a disruption of service or experiences a failure or outage. You will need to gather the following information when creating a contact: *Type of contact; electrician, service provider, maintenance, etc. *Name of the contact; first and last name, company the contact works for, and contact method (see [[#Creating a Contact Method Type|Creating a Contact Method Type]] for instructions) [[File:Contact.PNG]] ===Instructions=== <ol> <li>If you are already in the “Create Contact” window skip to step 3a. If you are not in that window continue to step 2.</li> <li>On the navigation menu (left-hand side) click “Extras” and click “Contacts” this will open a new tab titled “Contacts”</li> <li>Within the contact tab, (in the upper left-hand corner) click the “Create” button. A new window will open up called “Create Contact”</li> <ol type="a"> <li>Enter the first name of the contact in the “First Name” field</li> <li>Enter the last name of the contact in the “Last Name” field</li> <li>Select which company the contact is associated with in the “Company” drop-down menu or create a new “Company” record by clicking the star button (see [[#Creating a Company|Creating a Company]] section for instructions)</li> <li>Add a contact method by clicking the star button. In the “Create Contact Method” window enter the following:</li> <ol type="i"> <li>Enter a “Type” from the drop down menu or by clicking on the star button to create a new “Type” record. (see [[#Creating a Contact Method Type|Creating a Contact Method Type]] section for instructions) </li> <li>Enter a phone number or email for the contact method in the “Value” field </li> <li>Click “Add”</li> </ol> <li>Enter any additional information for the contact in the field titled “Details”</li> <li>Click "Create"</li> </ol> </ol> <br />
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