Use the Contacts plugin to enter and maintain contact details for external recipients.
Note: Internal contacts are updated in the Admin area.
To add a new contact
On the Basic Information page, complete the fields, and then click Next.
Field | Description | Valid Values or Example |
Email address | ||
First Name | Given name | John |
Last Name | Family name | Smith |
System Role | Access to features and functions. |
|
Status | The contact’s status. |
|
On the Contact Information page, complete the fields, and then click Submit. The contact is added to the Accounts page and the accounts panel displays a summary of the details.
Field | Description | Valid Values or Example |
Login Email | Email address from the Basic Information page. Note: This field is automatically completed and cannot be modified on this page. | N/A |
Additional Contact Emails | Alternate email address. Click + Add Email to add email addresses. | |
Contact Phone Numbers | Phone number for the contact.
|
|
Emergency Contact Name | First name and last name. | Mary Smith |
Emergency Contact Relationship | Relationship to the contact. |
|