Manage Contacts in Staff Members' Profiles

The Contacts section contains all of the information for contacts associated with a staff member. These can range from Emergency Contact, to spouse or family member, to other.

The Contacts section contains all of the information for contacts associated with a staff member.

Field Description

 

Displays the type of contact associated with the staff member.

Name

Displays the name of the contact associated with the staff member.

Home Phone

Displays the home phone number of the contact associated with the staff member.

Mobile Phone

Displays the cell phone number of the contact associated with the staff member.

Work Phone

Displays the work phone number of the contact associated with the staff member.

The Contacts Window is used to add a contact to an associated staff member.

The Contacts Window is used to add a contact to an associated staff member.

Field

Description

Title

Use this drop down to select the contact’s title.

First Name

Use this field to enter the contact’s first name.

Middle Initial

Use this field to enter the contact’s middle initial.

Last Name

Use this field to enter the contact’s last name.

Suffix

Use this drop down to select the contact’s suffix.

Type

Use this drop down to select the contact’s category.

Relation

Use this drop down to select the contact’s relation to the staff member.

Name

Use this field to enter the contact’s name.

Address

Use this field to enter the contact’s street name and number.

Apt

Use this field to enter the contact’s apartment number.

City

Use this field to enter the contact’s city.

State

Use this field to enter the contact’s state.

Zip

Use this field to enter the contact’s zip.

County

Use this field to enter the contact’s county.

Type

Use this drop down to select the category of residence.

Evacuation Zone

Use this drop down to select the contact’s designated evacuation zone.

Home

Use this field to enter the contact’s home phone number.

Mobile

Use this field to enter the contact’s cell phone number.

Work

Use this field to enter the contact’s work phone number.

Fax

Use this field to enter the contact’s fax number.

Email

Use this field to enter the contact’s e-mail address.

Mobile

Select this check box to indicate that the contact’s email is a phone number.

To add a contact to a staff member’s profile:

  1. Go to Main Menu > Staff.

  2. Locate and double click on the staff member using the search filters.

  3. Click Contacts.

    Click Contacts.

  4. Click Add Contact. The Contacts window opens.

    The Contacts window opens.

  5. Use the fields to enter the contact information.

  6. Click Save.

    Use the fields to enter the contact information. Click Save.

    The contact is added to the staff member’s profile.

To edit a contact on a staff member's profile:

  1. Go to Main Menu > Staff.

  2. Locate and double click on the staff member using the search filters.

  3. Click Contacts.

    Click Contacts.

  4. Double click on the contact to be edited.

  5. Use the fields to edit the contact information.

  6. Click Save.

    Use the fields to edit the contact information. Click Save.

To remove a contact from a staff member’s profile:

  1. Go to Main Menu > Staff.

  2. Locate and double click on the staff member using the search filters.

  3. Click Contacts.

    Click Contacts.

  4. Double click on the contact to be deleted. This opens the Contacts window.

  5. Click Delete.

    Click Delete.

  6. Click Yes.

    The contact is deleted from the staff member’s profile.