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Manage Company Contacts

1. Navigate to the Company Information for (company) screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Setup > Company Info from the main menu to display the Company Information for (company) screen.

   

2. Complete the following procedures as needed to manage company contacts:

   Add a Contact	Click the Add (green +) button beside the Contacts heading to display the Contact Information window. Continue with the procedure below.
   Edit a Contact	Click a contact’s View button to display the contact’s Contact Information window. Continue with the procedure below.
   Delete a Contact	Click a contact’s Close (red X) button to delete it. Click the Submit Changes button to display a “Record saved” confirmation message below the button.

3. Enter/edit Company Contact information in the window.

   Note: Required fields and settings are displayed with red borders.

   First	Enter the contact's first name.
   Last	Enter the contact's last name.
   Title	Enter the contact's title.
   Addresses	If an address record is not needed, click its Close (red X) button to close it. If an additional address record is needed, click the Add (green +) button to open it.
   	Preferred	If this address record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Address 1	Enter the first line of the street address.
   	Address 2	Enter the second line of the street address (if applicable).
   	City	Enter the city.
   	State	Enter the two-letter abbreviation for the state.
   	Zip	Enter the ZIP code.
   Phones	If a phone record is not needed, click its Close (red X) button to close it. If an additional phone record is needed, click the Add (green +) button to open it.
   	Preferred	If this phone record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Voice	If this phone number can receive voice calls, check the checkbox.
   	Text	If this phone number can receive text messages, check the checkbox.
   	Phone Number	Enter the entire (xxx-xxx-xxxx) phone number.
   Emails	If an email record is not needed, click its Close (red X) button to close it. If an additional email record is needed, click the Add (green +) button to open it.
   	Preferred	If this email record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Email Address	Enter the entire email address.

4. Click the Save button to close the window and display the contact on the Company Information for (company) screen.
5. Click the Submit Changes button to display a “Record saved” confirmation message below the button.
6. Click the tab's Close button to close the screen.