New Contact

1. In the Tree Menu, select Setup | Contacts.

The Advanced Administration Application displays the Contact form.

2. Click [New Contact].

The Advanced Administration Application displays a blank New Contact form.

3. Click in each of the text boxes, and type the necessary contact information:
• Contact Name
• Mail Stop
• Telephone
• Fax
• E-mail
4. Click in the Home Organization drop-down menu and select from the list of available Buying Organizations.

Note: Do not try to assign a Home organization until you have created your Buying Organizations. Only after you have done this will the Home Organization drop-down menu be populated with a list of available organizations. If necessary, you can return later and assign a Home Organization.

You may not be able to assign a Home Organization at this point, but rather accept the default setting. This is because this field may only contain seed data. In order to populate this field, you must first create your Buying Organizations, see New Organization. Once you set up your organizations, the Home Organization box populates with available organizations. See Restricting Visibility. For more information on Home Organizations, see Key Concepts.

5. Click:
6. [Save] to save the new contact and leave the New Contact form, or
7. [Cancel] to leave the New Contact form without adding a contact.