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This article will discuss how to Create New Contacts in Collaborate.
To Create a New Contact, navigate to the Contacts Tab, and click “Create New Contact” in the Actions bar on the left hand side of the page.
On the next screen, fill out any required fields, as well as any other information you may have about the Contact.
This form comprises four main sections: Contact Information, Organization Affiliation, Work Address, and Home Address.
The Contact Information section is used to enter basic contact information about the Contact. This information includes: First and Last Name, Credentials, Email address, Title or Position, Supervisor, and Contact Type.
The Organization Affiliation section is used to record what Organization the contact is affiliated with, as well as their Title or Position at said Organization, and their Start and End dates at the Organization, if applicable. Setting the “Bind Work Address to Organization” field will set the Contact’s Work Address to be the same as the Organization’s Address.
The Work Address section can be manually entered if you are not binding the Contact’s Work Address to their Organization Affiliation.
The Home Address of the Contact can be filled out in the “Home Address” section of the Contact Creation page. Enter in any pertinent Home Address information in this section.
Once you have entered all of the information pertaining to the Contact, you can click Save and Create User Account to create a Collaborate User account for the Contact, or click Continue to save the Contact in Collaborate.
For More information on Creating a New User account, please read the article in this series titled Creating a New User
Once you have saved the page, you will be directed to the Contact Profile page.
Also, the Contact will now appear in the Contacts listview.
