Edit Contact

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

The Advanced Administration Application displays the Contact form.

2. Click in the Contact Name text box, or the Contact Location text box, and type all or part of the name of a contact or location, or use Wild Card Characters.
3. Click [Search]

The Advanced Administration Application displays all contacts matching your query and their contact information.

4. Click:
• The Contact Name hyperlink to sort the list in Contact Name order, or
• The Mail Stop hyperlink to sort the list in location order
5. If there are too many contacts to be viewed in a single page, use the browser scroll bar, at the right of the window, to move the display up and down.
6. To view all of the information for a contact, use the browser scroll bar, at the bottom of the window, to move the display left and right.
7. Click Edit to the left of the Contact you want to modify.

The Advanced Administration Application displays the Edit Contact form containing the information for:

• Contact Name
• Mail Stop
• Telephone
• Fax
• E-mail
8. Click in each of the text boxes, and type any necessary changes to the contact information.
9. 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.

10. Click:
• [Save] to save the changes to the contact information and leave the Edit Contact form, or
• [Cancel] to leave the edit Contact form without modifying the contact.