Help Center : How to create an Internal Contact

Created by Claudia Linquanti-Sue, last modified on Feb 14, 2023

The first step in setting up a new user is to create an Internal Contact record. This video will show you how.

You can also view the video outside this page by going to https://youtu.be/NjTvOuEHnlA.

Instructions

  1. From the Home page, open to the Contacts menu and click on the (plus) sign next to “Contacts”

  2. Add Contact details

  3. Click on the “Show More” link to expose additional fields

  4. Check the box to indicate this is an Internal Contact

  5. At the bottom of the form, check the box to open the Contact Profile

  6. Submit the new Contact record 

Once you have created the internal Contact, make sure to add at minimum a primary Location and Business Line.

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