Employee Contacts

From the Contacts tab in the Edit Employee window, you can add, edit and delete contacts for an employee.

If an employee uses the same contact for different contact types, you can share the contact between the two uses.

You can also export a report listing the contacts displayed in the tab. Click to export the report to Excel or to export it to a PDF.

Add a contact

1. Click . The Add contact window opens.

2. Complete the fields as described. Self-explanatory fields are not described. A red asterisk indicates a required field.

   • Type: Select from Emergency, and Other 1, 2, or 3.
     The contact name & phone are included on the Employee Contact Information Report.

   • Comment: (Optional) Enter text in the Comment box.

   • Phone Ext, Fax, Mobile, Email2 & Internet: These fields are not included on the Employee Contact Information Report.

3. Click Save. You're returned to the Contacts tab with the new record displayed.

Return to the top

Return to Edit Employee

Edit a contact

1. Click the checkbox beside the contact to be edited, and click , or click the Type link. The popup window opens displaying the contact information fields.

2. Edit these fields as needed.

3. Click Save. The changes are displayed in the Contacts tab.

Return to the top

Return to Edit Employee

Delete a contact

1. Click the checkbox(es) beside the contact(es) to be deleted, and click . A confirmation window opens.

2. Click Yes. The records are deleted, and a message detailing the number of records deleted is displayed in the Contacts tab.

Return to the top

Return to Edit Employee

Share a contact

Some employees may use the same contact for different purposes. Use the Share Contact command to copy the contact automatically and create an additional contact record for this employee.

Once contacts are shared, editing one shared contact record will automatically update all contacts linked to it by sharing. All fields for shared contacts are therefore identical. If the contacts should have different phone numbers, they cannot be shared.

Share a contact

1. Click the checkbox beside the contact to be edited, and click the Share button. The Share contact window opens.

2. Select the type for the new contact record. Note: Once an contact type has been used in sharing, it is no longer included in the Share Contact popup.

3. Click Save. The contact is copied to the new record, and both contacts are displayed with the Shared box checked.

Return to the top

Return to Edit Employee