Item Contacts Tab

Users can add, update, or delete contacts for items in the Item Master. The following instructions assume that users are already working with a new or existing item. Upon opening a details page or creation page, the Contacts tab shows by default.

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Complete the following steps to add an existing contact for an item:

  1. Select a Contact Type from the dropdown list.

  2. Enter or use the picker tool to select a Contact.

  3. Click the Add button.
    The contact displays in the contact table.


Complete the following steps to add a new contact for an item:

  1. Click the New button.
    The New Contact popup window displays.

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  2. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Field

    Description

    *Owning Ent

    This field auto-populates with the owning enterprise. Click on the link to view enterprise details.

    *Contact Description

    Enter a description for this contact.

    Title

    Enter the title for the contact.

    First Name

    Enter the contact's first name.

    Last Name

    Enter the contact's last name.

    Middle Name

    Enter the contact's middle name.

    Address

    Enter the address. Please note that the fields may differ slightly based on the country code.

    1. Click on the edit icon (pencil).
      The address popup window displays.

      images/download/attachments/131841009/2022-09-16_12-18-50-version-1-modificationdate-1676299216000-api-v2.png



    2. Select the country code in the Country field from the dropdown list.

    3. Enter an address in the *Line 1 field

    4. Enter address information in the Line 2 and Line 3 fields, if necessary.

    5. Enter a *City.

    6. Select a *State from the dropdown list.

    7. Enter a *Zip code.

    Phone

    Enter a phone number.

    Mobile

    Enter a mobile number.

    Fax

    Enter a fax number.

    Email

    Enter an email address.

    Click the Add link to add additional email addresses.

    Person

    Enter or use the picker tool to add a person.

    User

    Enter or use the picker tool to add a user name.

    Public

    Check the box if this contact information will be public.

  3. Click the Create button.
    The contact information is added to the contact table.


Complete the following steps to delete a contact:

  1. Check the box for a contact.
    The Delete button activates.

  2. Click the Delete button.
    The contact is removed from the contact table.

    There is no confirmation for deleting a contact.

Please see individual sections in the Online Help for the other tabs.