Create Site Contact

To create a site contact, follow the steps below.

1. Select the Contacts tab on a particular site and click on the Create Site Contact button.
2. On the Create Site Contact screen, click on the Search for Contacts link.

   

3. On the Search Contacts screen, select a contact from the available list. Enter the search term in the search box to search for a specific contact.

   

4. If the Search for Contacts option is not used, enter the mandatory details in the General Information section.

   

5. Manually enter the First Name and Last Name.
6. Click on the Not Set link in the Contact Role field and select a contact role from the available options.

   

7. Click on the > arrow in the Status field and set the status to Active or Inactive.

   

8. Add phone numbers in the respective section by clicking on the +add new button.
9. Enter the address details in the Address Information section.
10. Click on the Create button once all the details are entered.