Adding an Individual Contact

• Under “People”, click “Contacts” 

• Click “+ New” to the far right
  

• Add all information including first and last name, title, phone, phone extension, email, etc. 
  
• To add a picture, click on the blank picture under “Image” and select a photo that is saved to your computer.
  
• On the far right hand side of the screen, all current Contact Types will be listed
  
• Check the box of the Contact Type (contacts may be listed under more than one category by checking multiple boxes)
  
• Click “Ok” 

• Related Articles

• Adding Contact Types

  Under “People”, click “Contacts” Click on “Contact Types” Click “+ New”. Name the contact type under “Name” Click on the blank picture under “Image” and upload an icon image “Pin to Position” option can be used to show a contact type in a certain ...

• Adding Content to a Contact

  Click your profile image in the upper right-hand corner Click "Profile" Adjust information that you would like to be added or corrected. Click “Save Changes”

• Adding/Editing/Removing Individual Students

  Under “People”, click “Students”  To Add, click the green “+ New” button towards the top right of the screen To Edit, find the student listed, click the pen icon (Edit) to Edit.  To Remove, find the student listed, click on the trash can (Delete) ...

• Editing Individual Contacts

  Click “Contacts”  Use the search bar to locate the contact to be edited.  Click pen (Edit) on the line of the desired contact. Complete necessary edits. Click “Ok” to save. 

• Adding a Reporter Account

  New Contacts: 1. Click Accounts > Reports > Select "+ New" near the upper right-hand side. 2. Click "+ Create account(s) for new contact(s) 3. Enter first name, last name, email, account type, contact type 4. Click "Create Accounts"  *To add more ...