Adding a New Contact

 

To add a new contact information

  1. Log in to the SupportCenter Plus application with your user name and password.
  2. Click the Contacts tab in the header pane.
  3. Click New Contact button to open the New Contact form. Alternatively, you can also open the New Contact form by clicking the New Contact link available just below the header tabs. You will have to provide the contact details, the login details, and any description about the contact, if needed.
  4. Enter the contact Name, which is a mandatory field.
  5. Enter the e-mail ID, phone number, mobile number, and Job title in the respective fileds.
  6. From the Account Name drop down list select the name of the account to which you wish to associate the contact to.
  7. To provide the login permissions to the Self-Service Portal to the contact, enter the login name and password in the fields under the Login details block.
  8. Enter the password again in the Re-type Password field.
  9. If you wish to provide any description for the contact that you are adding, please provide the same in the Description text box.
  10. Click Save.

To send the login details to the contact, you need to enable the Notify Contact on Self-service login info option in the Notifications Rules under the Admin tab. Refer to Configuring Notification Rules section for details on how to set the notification rules.

 



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