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On the Contact Information tab, you can add, edit, or delete an individual's phones, e-mails, and social media information.

You can also select an individual's preferred contact method (Phone Call, E-Mail, or Text Message), print an individual's contact information, or add the individual to preferred contact lists.

 To add or edit a phone number
  1. Under Manage Records, click the People tab.
  2. In the drop-down list, select View/Edit Individual and click Go .
  3. In the Find Person window, select the individual whose phone number you want to add or edit and click View/Edit.
  4. Click on the Contact Information tab.
  5. Under Phones, click Add or Edit.
  6. In the Add/Edit Phones window, enter the necessary information.
    • Phone Type — In the drop-down list, select the type of phone number you are adding or editing. To edit this field's values in Define Lists, place your cursor on Phone Type and click the hyperlink. Entries can be up to 20 characters long. 
    • Phone — Enter the phone number for the individual. Hyphens are automatically inserted in the phone number.
    • Listed — Select if the phone number you are adding or editing is a listed number.
    • Unlisted — Select if the phone number you are adding or editing is unlisted. 
    • Extension — If the phone number has an extension, enter it here. 
    • Preferred Phone — Select if the phone number you or adding or editing is an individual's preferred phone. 
    • Text Message Allowed — Select if the phone number receives text messages or the individual has granted permission to receive texts from your organizations. 
  7. When finished, click OK.
 To add or edit an e-mail address
  1. Under Manage Records, click the People tab.
  2. In the drop-down list, select View/Edit Individual and click Go .
  3. In the Find Person window, select the individual whose e-mail address you want to add or edit and click View/Edit.
  4. Click on the Contact Information tab.
  5. Under E-mail Addresses, click Add or Edit.
  6. In the Add/Edit E-mail Addresses window, enter or select the necessary options.
    • E-mail Type — In the drop-down list, select the type of e-mail address you are adding or editing. To edit this field's values in Define Lists, place your cursor on E-mail Type and click the hyperlink.
    • Listed — Select if the e-mail address you are adding or editing is listed.
    • Unlisted — Select if the e-mail address you are adding or editing is unlisted. By default, unlisted e-mail addresses do not print on reports.
    • E-mail Address — Enter the individual's e-mail address.
    • Preferred E-mail Address — Select if the e-mail address you or adding or editing is an individual's preferred e-mail address.
    • Set as Access ACS Login E-mail — Select if you want to set the e-mail address as the individual's Access ACS login.
  7. When finished, click OK.
 To add or edit a social media address
  1. Under Manage Records, click the People tab.
  2. In the drop-down list, select View/Edit Individual and click Go .
  3. In the Find Person window, select the individual whose social media address you want to add or edit and click View/Edit.
  4. Click on the Contact Information tab.
  5. Under Social Media, click Add or Edit.
  6. In the Add/Edit Social Media window, enter the necessary information.
    • Link Type — In the drop-down list, select the type of social media address you are adding or editing. To edit this field's values in Define Lists, place your cursor on Link Type and click the hyperlink.
    • Listed — Select if the social media address you are adding or editing is listed.
    • Unlisted — Select if the social media address you are adding or editing is unlisted. By default, unlisted addresses do not print on reports.
    • Address — Enter the individual's social media address. Be sure to enter this in the form of a Web address, not the individual's user name on the social media site. The URL is limited to 100 characters. For example, when adding ACS Product Development's twitter account, enter http://twitter.com/acsproductdev, rather than acsproductdev.
  7. When finished, click OK.
 To delete a phone number, e-mail or social media address
  1. Under Manage Records, click the People tab.
  2. In the drop-down list, select View/Edit Individual and click Go .
  3. In the Find Person window, select the individual whose phone number, e-mail, or social media address you want to delete, then click View/Edit.
  4. Click on the Contact Information tab.
  5. Under Phones, E-mail Addresses, or Social Media, select the information you want to delete and click Delete.
  6. When the confirmation message displays, click Yes.
 To print an individual's contact information
  1. Under Manage Records, click the People tab.
  2. In the drop-down list, select View/Edit Individual and click Go .
  3. Select the person for whom you want to print a list of phone numbers and e-mail addresses, and click View/Edit.
  4. Click on the Contact Information tab.
  5. Click Print .
  6. To print the report, click Print.