Creating a Contact

Create a contact to define a new person or entity as a contact in your system. This can be for the convenience of recorded contact information (like an entry in an address book) and/or in support of other Comply Plus features. For details on other Comply Plus features supported by contacts, see Administration: Contacts.

Note: Creating a contact of the Employee or Manufacturer/Supplier type requires you to select the new contact's employee type or manufacturer supplier type (respectively). Therefore, it is recommended that you ensure the desired type exists before you create either kind of contact. For details, see:

● Administration: Employee Types

● Administration: Manufacturer/Supplier Types

To create a contact:

Starting at the administrative Contacts page (How do I get there?), do the following:

1. In the menu on the left, under DATA > Contacts, click New Contact.

The New Contact display opens, showing fields for defining the new contact.

2. In the Contact Type menu, select the new contact's type. Certain contact types require additional data:

● Employee: In the Employee Type menu that appears, also select the employee's type.

● Mfr/Supplier: In the Mfr/Supplier Type menu that appears, select the manufacturer/supplier's type. In the Mfr/Supplier field, enter the name of the manufacturer/supplier represented by this contact; you can type a company name or click the ellipsis (...) button to select one from your system's manufacturer list.

Note: If you manually enter a manufacturer name in the Mfr/Supplier field, this name is automatically added to your system's manufacturer list; see Administration: Manufacturers for details on viewing and managing this list.

3. Enter the new contact's information in the fields provided.

Note: The Full Name field is the only field that requires an entry. Entries in the First Name and Last Name fields are automatically copied to this field; you can also enter or edit this field entry directly.

Also Note: If you are creating a contact of the Contact or Employee type to link to a user of the Material Request & Approval module (see Material Request & Approval), be sure to enter an Email address. This allows the module to email its automatic notifications to the user.

4. When all desired fields are filled in, click Save in the lower right.

The new contact is saved. You are returned to the administrative Contacts page, which now shows the new contact on the display corresponding to the new contact's type.